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

New retiree regrets highlight planning gaps advisors can help close - InvestmentNews

Many advisors say they have already adjusted withdrawal strategies or broader retirement plans in response to these challenges. Latest News.

How Jeffrey Epstein Got So Rich: Two More Billionaire Clients - Forbes

According to the files, Epstein provided estate planning and possibly other financial services for Zuckerman and de Rothschild. ... News Report).

Report Sees Special Financial Stresses on 'Kinship Families' - FEDweek

Report Sees Special Financial Stresses on 'Kinship Families'. Published: February 4, 2026. More in: Retirement & Financial Planning Report.

Advisor moves: LPL Financial, Osaic trade advisor teams - InvestmentNews

The firm focuses primarily on individuals nearing or in retirement and emphasizes a planning approach centered on helping clients feel confident and ...

Humility alone won't win next-gen clients. Here's what else will - Financial Planning

Gen Z and millennial clients want their financial advisors to be radically transparent and don't automatically trust them to be authoritative.