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 Role of Annuities in a Diversified Retirement Plan - by Fraser Allport, Fiduciary

Diversification is fundamental to retirement planning. Simply put, it's about spreading one's financial resources across different investments to ...

I'm a Financial Planner: Why You Should Never Buy a House in These 6 Cities

Get the latest news on investing, smart money moves, & more! Submit. By subscribing, you agree to our Terms of Use and Privacy Policy ...

E.A. Buck continues Mainland expansion with two acquisitions - Pacific Business News

Buck Financial Services has acquired two financial planning companies in California and Colorado for an undisclosed sum. The firm said Friday that it ...

Tony Robbins warns Americans on 401(k), IRA conventional wisdom - TheStreet

... Estate PlanningEstate PlanningEstate Planning · IRAIRAIRA · Social Security ... News to Trade · By Chris Versace. 3 hours ago. PORTFOLIO · We're Not ...

These 9 states tax retirees' Social Security the most - TheStreet

“This is what separates retirement financial planning from good to great.” ... Good news: Most states don't tax Social Security. If the bulk of ...