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
Legal Advertising – Estate Notices 11-12-2025 | New Pittsburgh CourierInformation about Estate planning and old glasses. Must read. Eight ... Black Information Network - 24/7 News. Black Information Network.
Free estate planning panel set for Thursday - Cheyenne, WY Cap City NewsCHEYENNE, Wyo. — Local experts in law, finance and philanthropy will offer free guidance on estate planning this week during a panel discussion at ...
Attorney Personally Liable for Client's Company's $2M Tax Liability - Wealth ManagementDavid is a fellow of the American College of Trust and Estate Counsel (ACTEC), a member of the NAEPC Estate Planning Hall of Fame as an Accredited ...
RIA moves: Mercer Advisors picks up first tax-focused firm in SoCal - Investment NewsUnited Capital Financial Advisors, the subsidiary of Creative Planning, has acquired Apexium Financial, a nationwide RIA with offices in the Northeast ...
Year-End Financial To-Do: Tax Law Changes Could Affect Your Estate Plan - AdvisorHubAt year end, you need to prepare for estate tax laws changing in the new year. For 2025, the annual gift exclusion is rising again.
