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

The importance of estate planning - CHVNRadio

What do you think of when you hear the words estate planning? For many of us, we think of the financial side of things.

Note to Vanguard: Spend on tech and get tough with vendors - Financial Planning

“Wouldn't that billion dollars be better spent on technology and spent well?” Industry News · Massachusetts investigating sales of target date funds ...

O'Sullivan named Alzheimer's Association board chair - Wichita Business Journal

A board member since 2018, O'Sullivan has presented on estate planning issues ... personally and financially," O'Sullivan said in a news release.

What Is Elder Law? - Yahoo Finance

It is often understood as an extension of traditional trust and estate law, ... with a financial advisor as you create or update your estate plan.

Why Creative Planning's Lockton's Acquisition Is a Game Changer | Wealth Management

So what are the market dynamics that are causing RPAs to scramble to offer wealth management and financial planning services and why did Creative ...