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

Proposed tax code to double exclusion amount or eliminate estate tax

"Even if it's just doubled and it's never repealed, it's a very low amount. With the doubling of the exemption amount, most people aren't going to feel the need to do significant gifting because they don't have to worry about the (estate tax) making the worth go down. Estate planning is not just about taxes.

Raymond James & Associates SVP Lisa Detanna on Charitable Giving to Maximize Your Tax ...

The process of estate planning when it involves a gifting strategy is to give what you want, to whom you want, when you want, and how you want and if possible save on taxes and expenses. Financial planners and investment advisors help families develop an estate plan with the client's trusted ...

MAKING CENTS: Family and money make interesting conversation

Let's start up the family tree with parents. Sometimes older generations don't want to talk about money at all. But these are questions that must be asked, regardless of their willingness to answer. Do they have a current estate plan? Don't be surprised when learning their plan may be nearly as old as they ...

MAKING CENTS: Family and money make interesting conversation

Do they have a current estate plan? Don't be surprised when learning their plan may be nearly as old as they are. Ask if you have any roles to serve in ...

How to start thinking about an estate plan

If you have assets — like a 401(k), savings or brokerage account, or a house — it's important to think about how those possessions will be distributed ...