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

In Focus with Zane Teller '16 - Seton Hall University

However, I hold a CFP designation, so I provide comprehensive financial advice with a focus on complex tax and estate planning combined with ...

Tips for smart estate planning - KSHB

This material may not be published, broadcast, rewritten, or redistributed. Report a typo. Sign up for the Breaking News Newsletter and receive up to ...

TIAA Webinars for April - Ithaca College

... Estate Planning StrategiesMay 16Make the move toward long-term financial security: Your mid-career retirement check-inMay 21Please direct any ...

Manitoba Court of Kings's Bench underscores lawyers' responsibilities to clients in estate planning

The Canadian Legal Newswire is a FREE newsletter that keeps you up to date on news and analysis about the Canadian legal scene. A separate InHouse ...

Securityplus Federal Credit Union Announces Strategic Partnerships to Offer Protection ...

Close submenu (News in Focus)News in Focus ... Estate Planning Services, Bridging a Critical Gap to Financial Wellness Among Minority Communities.