Estate Planning Information


Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.”  The purpose of estate planning is to develop a strategy that will maintain the financial security of individuals through their lifetime and facilitate the intended transfer of their property and assets at death, while taking into consideration the unique circumstances of the family and the potential costs of different methods.

All too often, we hear:

  • "I'm too young to do estate planning."
  • "All my property is titled in joint tenancy with my spouse so I don't need a will."
  • "Estate planning is only for the super-rich."
  • "Estate planning is too complicated and expensive."
  • "Doesn't the government provide for that?"
  • "We did our wills right after we got married 30 years ago and see no need for further planning."

If you seek advice and guidance with regard to your estate planning needs, please view our website and search for a the type of member that meets your needs.  As an alternative, you can search for an Accredited Estate Planner® (AEP®) or Estate Planning Law Specialist (EPLS) designation holder in your area on the National Association of Estate Planners & Councils website.

Featured Articles

Daniel A. Jacobius Obituary - The Journal News - Lohud

He was active in his local Estate Planning Council as well as the Society of Financial Services Professionals holding leadership positions in both.

Cornerstone Legal - 11/13/25 - YouTube

FOX 47 News. 20.1K. Subscribe ... Paul Rabalais | Estate Planning Attorney•12K views · 5:22 · Go to channel ...

Financial Focus: Smart financial moves to make before year-end | VailDaily.com

Review your estate planning documents. This is especially important if ... News from the AP. YOUR AD HERE » · Home · Trending; Sections. Marketplace.

Schwab Chief Client Officer Tom Bradley to Retire - Wealth Management

Estate Planning · Financial Planning · High Net Worth · Insurance ... Latest news. Roland Kastoun, asset and wealth management advisory leader at ...

Ellison's Poker Face & The Schumer Succession Shortlist - Puck

You'll also find insights to help with your estate planning, so you can ensure your financial legacy is distributed according to your wishes while ...