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

Nineteen local nonprofit organizations collaborate to create charitable giving through estate planning

WillPower is a Huntsville, Alabama nonprofit collaborative effort designed to encourage charitable giving through will and estate planning.

Supreme Court case on offshore accounts could slash penalties for undisclosed assets

Andrew Harrer/Bloomberg News ... it could also have far-reaching implications for financial planners whose clients have overseas bank and ...

RIA Leaders 2022: These are the 20 largest fee-only RIAs - Financial Planning

A guest account gives you access to three articles — a sampling of what's available to subscribers. ... A subscription includes all news and analysis, ...

New FPA Course Explores Behavioral Finance - Financial Advisor Magazine

The Financial Planning Association is making a psychology course available to members that is designed to expand their expertise in behavioral ...

Can I open multiple Roth IRA accounts? - CBS News

Consider talking to a financial planner and asking them if multiple IRAs are still the right answer. Getty Images/iStockphoto.