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

Belen Fire Department crew receive training, certifications - Valencia County News-Bulletin

Vance also attended the Alabama Fire College, where he was certified as a plan examiner I, and just completed his fire investigation technician ...

QuickBooks is 70% off right now: Why it's worth it for financial planning - New York Post

Stress-free financial planning: With QuickBooks Online, you don't have to hire a CPA or financial planner to help manage your small business.

Sanctuary must pay $2M to resolve messy management transition - Financial Planning

The former CEO of Sanctuary's predecessor firm, financial advisor Mark W. ... A subscription includes all news and analysis, exclusive research ...

Martin L. Pierce Selected As 2022 Super Lawyer -

Attorney Martin L. Pierce, a certified estate planning specialist with Pierce & Huisman, PLLC in Chattanooga (Hixson) ... Breaking News; 12/1/2022 ...

Goodwin Named a Top Firm by Chambers Fintech 2023 | News

With nearly 200 lawyers across practices and geographies, the practice works with financial institutions, strategic investors, and cutting-edge ...