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

Podcast: Leaving US accounts to heirs in Israel the right way - Israel National News

Avoid the common cross-border estate planning mistakes that tear families apart. Doug Goldstein. Aug 29, 2025, 2:14 AM (GMT+3). RadioGoldstein On ...

Kiplinger Weekly Quiz, August 29, 2025

Test your knowledge of this week's financial news. Newsletter sign up ... What is generally the best approach for international estate planning?

STEVE GRIFFIN NAMED TO FORBES' TOP FINANCIAL SECURITY PROFESSIONALS ...

... News provided by. EIN Presswire. Aug 28, 2025, 5:15 PM ET ... Financial Planning Association, and The Southwest Florida Estate Planning Council.

California's Important Medi-Cal Update: Protect Your Long-Term Care with Smart Planning Now

News · Business ... If you're over those limits, Medi-Cal might not be an option unless you plan ahead with an experienced estate planning firm.

August is National Make a Will Month; updating a will is easier than ever

Connors said that even among his own clients, the share who have all of their financial and estate planning documents down sits around only 29%.