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

Estate Planning Pitfall: You Missed the Estate Tax Filing Deadline - JD Supra

You likely don't need to be reminded about filing your federal income tax return on time. Indeed, the tax filing deadline date of April 15 (or the ...

Take Charge of Your Legacy With an Estate Plan - Yahoo Finance

It can also help to address tax issues and reduce court involvement. While it may be uncomfortable to consider your eventual death, an estate plan is ...

Private bank team overseeing $2B jumps from Citi to JPMorgan - Financial Planning

Log In. Subscribe · TAX. INVESTING. Investment Strategies · Wealth Management · Estate Planning · Retirement planning ... News. A private banking team ...

The National Law Journal Again Names McGuireWoods an ESG and Community Impact Leader

Back to News · PDF · Print. The National Law Journal Again Names ... estate planning clinics for low-income veterans; and collaborating with ...

Should Florida loosen its child labor laws? - YouTube

WAVE News - Louisville, KY•4M views · 12:07. Go to channel · 10 Things You ... America's Estate Planning Lawyers•644K views · 15:46. Go to channel · 5 ...