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

CFP Board tool buries key info; how advisors help pro athletes; broker gets industry ban

Financial Planning. The leading resource of news, data and analysis… Published Jul 18, 2025. + Follow.

The Next Step: Is this young lawyer on track to retire? - Financial Planning

A New York City lawyer is seeking clarity on their retirement preparedness, but key considerations aren't always obvious. Financial advisors offer ...

TFSA withdrawals are tax-free says estate planning expert - YouTube

Jamie Golombek, Managing Director, Tax and Estate Planning at CIBC Private Wealth, joins BNN Bloomberg to discuss all things taxes post ... news visit: ...

On the Cover: July/August 2025 - Wealth Management

Estate Planning for Advisors SummitEstate Planning for Advisors Summit ... Latest news. Mike Johnson Congress One Big Beautiful Bill Act · Estate ...

One Big Beautiful Bill: Impact on high net worth individuals & families | Nixon Peabody LLP

Financial and estate planning opportunities. OBBBA's changes present new ... Subscribe to stay informed of the latest legal news, alerts, and business ...