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

Financial planner emphasizes the importance of having a will

... Clay with the Welch Group to about why estate planning is important. ... Click Here to Subscribe on YouTube: Watch the latest WAFF 48 news, ...

Have you done your estate plan yet? Here are some tips to get started

CBS 17 wanted to know what kind of problems it causes if you pass away, and you've got no estate plan in place. “Your state decides who your heirs ...

How to Talk About Money With Family – and Why It's Important - MSN

But financial conversations among family members are essential. ... Pick one or two topics to focus on at first (your estate plan, for example, ...

Cetera Holdings Acquires Retirement Planning Group - PLANADVISER

The parent of the Cetera Financial broker/dealer network adds $1.4B RIA; ... In separate news, Mercer Advisory, also backed by PE investors, ...

I'm a Financial Planning Expert: Why You Should Start With These 4 Investments

Starting to invest might be an intimidating, confusing and even scary prospect for many beginners, especially against the current economic ...