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

'Giving while living' is on the rise, but many advisors still need to have difficult conversations

... planning “demand gap.” The research, which was released this week by estate planning technology firm Wealth.com and The Compound Insights, the ...

Jackson Walker Congratulates 2026 Texas Super Lawyers and Rising Stars

Heidi M. Angel, Texas Super Lawyer, Fort Worth, Estate Planning & Probate, Business & Corporate. Victoria N. Argeroplos, Texas Rising Star ...

South Salem author explores trust and fraud in new book - Halston Media Group

Financial planning, as a comprehensive, client-first discipline, barely existed. When Hayden began calling himself a financial planner, many in the ...

NewEdge taps Ameriprise once more, recruits $1B team | Financial Planning

For reprint and licensing requests for this article, click here . Industry News RIAs Career moves Advisor Moves Ameriprise.

U.S. Tax Court Memorandum Decision Upholds IRS Disallowance in Partnership Basis ...

... financial information, news and insight around the world. For Customers ... planning that involved transferring interests to family members ...