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

Intrepid Financial Planning Group LLC Buys New Stake in Sarepta Therapeutics, Inc ...

In other Sarepta Therapeutics news, Director Stephen Mayo sold 858 shares of Sarepta Therapeutics stock in a transaction dated Thursday, November 17th ...

Dynasty Financial Partners With Boulevard Insurance

BIS is a Beverly Hills-based life insurance planning partner for advisors to the ultra-wealthy. It also serves attorneys, accountants, and other ...

How to Create Your Retirement Glide Path - NerdWallet

... says financial coach Saundra Davis, executive director of Sage Financial Solutions, a nonprofit financial education and planning organization ...

Legal Expert Shares the Details Even the Most Organized Estate Planners Miss

Receive daily Nevada Business News & PR directly to your inbox. ... They say the devil is in the details, and Las Vegas estate planning attorney, ...

Enea, Scanlan & Sirignano Launches New Estate Planning Series | White Plains, NY Patch

Neighbor News. Enea, Scanlan & Sirignano Launches New Estate Planning Series. Free lunch & learn programs will shed light on important elder law ...