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

Annabel Bowlen attorney: Beth Bowlen views do not reflect majority of beneficiaries

Although we strongly disagree with these allegations and believe the estate plan will be upheld at the trial scheduled for July of 2021, any efforts to even ...

DAL Law Firm: Do I need a Power of Attorney?

... for a will, finances and health care during your estate planning documents. ... mentally capable of running your personal, legal, and financial affairs.

Highland Capital Brokerage Announces Launch of Consolidated Educational Services (CES)

Topics include retirement and estate planning, private financing, charitable trusts, and buy-sell planning, among others. To access CES' full library of ...

Learn about estate planning

Stacey Mealer, the presenter, is a lawyer who specializes in estate planning and regularly donates her time once per month at the activity center.

Sheppard Mullin Adds Tax Partner Soyun Park in New York

Park concentrates her practice on international tax planning and ... and hybrid securities; tax-exempt organizations; and estate planning and wealth ...