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

What you can learn from successful family businesses

What does a good succession plan look like? Jabour: One shouldn't confuse succession planning with estate planning. It's different. Succession ...

Money Talks – The Federal Reserve and Interest Rates

Certified financial planner Chad Olivier explains why the Federal Reserve would lower interest rates. Copyright 2020 Nexstar Broadcasting, Inc. All ...

Pending Business: Grab an Oar

Chances are there is no page in your sales plan called “pandemic.” ... Legal-Estate Planning; Legal-Tax Law; Financial-New rules on loans ... People want to feel connected, provided with up-to-the-minute information and news/talk ...

Best of the Bar: Meet the finalists in the Real Estate category

Law school: University of Mississippi School of Law. Practice area: Real Estate, corporate, estate planning. Favorite TV or movie lawyer: Mitch McDeer ...

Estate Planning Is More Important Than You Think

So, why do so many hardworking people fail to take the time and effort to build an estate plan and preserve their hard-earned assets? Misconceptions in ...