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

Daughter to lose home after mother's death due to money owed to TennCare for nursing home care

Attorney Tim Takacs explained that's how estate recovery works. ... Experts say the best way is through estate planning and it really needs to be done ...

Roosevelt Investments Announces Dynamic New Collaboration with The Foresight Companies

Foresight Roosevelt Wealth Management aims to reinvent financial planning. We will provide holistic resources for business management, personal ...

Hanna Lee Rodriguez promoted to partner at Walker Jones

... Rodriguez specializes in estate planning, estate and trust administration, ... the elder law component of her practice, according to a news release.

St. Louis expert: Why your estate plan may be obsolete

Deborah Smiley, who had her own legal practice specializing in estate planning and joined Enterprise Bank & Trust 18 months ago as a senior vice ...

Pro bono group identifies three key Shore issues

According to a news release, these issues involve advocating for children, ... in situations where an individual does not have the proper estate planning, ... When aging adults become unable to make sound financial and health ...