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

Behind RIA Altura Wealth's Launch After Decades at Insurance Brokerage

Estate Planning · Financial Planning · High Net Worth · Insurance ... Industry News & Trends · Growth Strategies · News. Behind RIA Altura Wealth's ...

FP's February CE quiz available now to planners - Financial Planning

Keep your general knowledge skills sharp while earning an hour of CE credit toward maintaining industry certification by taking Financial ...

2026 Tax Strategy and Wealth Planning: An Advisor's Guide for High‑Net‑Worth Clients

... news, and promotional offers. ... Tara Popernik, CFA®, CFP®, a member of the LPL Spokesperson Council, simplifies complex financial topics — from estate ...

Estate Planning for Marital Assets | Law.com

Estate Planning for Marital Assets. The thrust of the discussion on ... People in the News—Feb. 27, 2026—Weber Gallagher, Faye Riva · Law Firm ...

Agentic AI 101 for Advisors as Anthropic Launches Wealth Management Tools

His work has appeared in The New York Times, Wealth Management., Financial Planning, RIABiz, InvestmentNews, PC Magazine, numerous blogs and several ...