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

Charles Schwab warns Americans on major estate planning problem - TheStreet

Schwab's recommendations span estate planning, document ... At TheStreet, he covers personal finance news and policy changes that ...

The Financial Planning Implications Of The Reduced Citizenship Renunciation Fee - Forbes

Tom Zachystal | President of International Asset Management, providing financial planning and investment advice for Americans living abroad.

Millennials are ready to bring their advisor to the family table - InsuranceNewsNet

Younger investors want an advisor to serve as a facilitator for cross-generational retirement and financial planning discussions.

Why You Shouldn't Count on the Great Wealth Transfer To Fund Your Retirement | Kiplinger

Contact me with news and offers from other Future brands. Receive ... After all, taxes are a big part of estate planning, especially if the ...

Setting the record straight on premium-financed IUL - Insurance News | InsuranceNewsNet

Premium-financed IUL is not for the average policyholder; it's a tactic for high net worth clients with complex estate-planning needs.