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

A Tale of Two Recent QTIP Trust Termination Cases — Anenberg and McDougall | JD Supra

QTIP trusts are popular estate planning tools that allow grantors to provide for a surviving spouse while maintaining control over the ultimate ...

Tax Court Clarifies Gift Tax Rules for QTIP Trust Terminations - The National Law Review

Anenberg and McDougall cases clarify gift tax implications for QTIP trust terminations, emphasizing careful planning for estate tax deferral and ...

From Planning to Presenting: Adam Beaudoin's 2025 Community Association Law Seminar ...

News + Insights; From Planning to ... Media Mention: Jenny Boyer and Matt Thompson Share Estate Planning Insights in Business North Carolina.

ACKO Ensures Long-Term Financial Security For Young Indians - PR Newswire

ACKO Ensures Long-Term Financial Security For Young Indians. News provided by ... This approach makes estate planning easy for those who want to ...

Wealth firm searches for integrations: Show Me Your Stack | Financial Planning

Chris Grellas, of ProsperPlan Wealth, said his primary focus is on integrations and automation in his wealth management firm's tech stack.