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

I Have a Sizable Roth IRA. Do I Still Need a 529 for My Grandkids' College? - Kiplinger

Estate Planning · Retirement Plans · Social Security · Medicare · Investing ... She has written for USA Today, U.S. News & World Report, and Bankrate.

CONTRIBUTED CONTENT: Your IRA is not covered by your will - Coeur d'Alene Press

Real Estate News · Business · North Idaho Business Journal · Best of ... Talk to your estate planning attorney and your financial advisor. Make ...

PLANNING AHEAD: Building the client centered law firm — 2026 - Mercury – Pottstown

News. News · Local News · Coronavirus · National News · Health · Election · Business ... In my chosen field with estate planning, estate administration ...

PLANNING AHEAD: Building the client centered law firm — 2026 - thereporteronline

... News · Local News · Ambler Gazette · Perkasie News Herald · Souderton Independent ... In my chosen field with estate planning, estate administration ...

Wealth Column: Financial planning in the real world - Brainerd Dispatch

... estate planning. In fact, some of the greatest opportunities to improve ... News, weather, and sports from Brainerd, Baxter, and the central ...