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

It's not too early … or too late - The Alpena News

Make a call to an estate planning attorney and set up a consultation. They may suggest what you should bring to the appointment.

Former Franklin County district attorney arrested for shoplifting at Russellville Walmart

Download our WAAY 31 News and Weather apps. Follow us on Facebook, ... AARP Alabama: Estate planning crucial in preventing elder fraud · News ...

Your Financial Future: Make time for estate planning | Business - Observer-Reporter

By placing assets into an irrevocable trust, the estate's value is reduced regarding estate taxes. Besides tax considerations, irrevocable trusts also ...

Forest Hills, TN Investment Advisor For Estate Planning, Services Updated - Digital Journal

Goldstone Financial Group has now integrated legacy, or estate planning, into their Retirement Roadmap service because they appreciate that, ...

Midsize Moves: Klehr Harrison Hires Tax Leader in NY, Balch & Bingham Hires Estate ...

... Bingham added Hyde Carby as a partner in the estate planning and trusts practice. ... Career Path Credit: Sergey Nivens/ NEWS ...