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

Arizona ranked in bottom third of the country for retirement - KTAR News

“What it did worst in was affordability — 37th out of 50,” said Stephen Kates, a financial analyst at Bankrate. “Arizona has a cost-of-living index ...

One Big Beautiful Estate Planning Dilemma - ThinkAdvisor

The latest news impacting the life and health insurance industry, plus ... Much of the life insurance in force on the lives of older insureds was ...

Why wealthy clients still turn to endowments for tax and estate planning - Citywire

print. Related News. The power of choice: Why combining shares and unit trusts enhances investor outcomes FNB Wealth and Investment: 'There is ...

The importance of choosing the right succession plan - Brownfield Ag News

The founder of American Harvest Financial says having the right succession plan in place is essential to protecting the future of family farming ...

Tax Credits Under New Legislation | Your Financial Choices - WDIY

News · WDIY Local News · NPR ... On this episode of Your Financial Choices, Laurie Siebert gives examples of effective estate planning methods.