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

BrightPlan Adds HR and Tech Leaders As Growth Accelerates

Financial Wellness Provider For The Fortune 1000 Names New Chief Marketing ... spending, savings, debt management, investing, insurance, and estate planning. ... https://www.businesswire.com/news/home/20200528005157/en/.

People in the News—May 29, 2020—H. Jeffrey Brahin

Gillis estate planning, transfer and income tax planning and trust and estate administration in Virginia. Albers is an attorney in Offit Kurman's family law ...

COVID and Your Money: Ric Edelman's New Public Television Special to Air on June 1st on WETA ...

Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews2 and Barron's3 with 168 ...

Tax considerations in estate planning

In a nutshell, estate planning can normally affect the following taxes: estate taxes, gift taxes, and income taxes. The impact on income tax may be either ...

The Right Mortgage & Protection Network Selects iPipeline's AlphaTrust e-Sign Software to ...

... access to wills, LPAs & estate planning, secured loans and conveyancing. ... https://www.businesswire.com/news/home/20200528005040/en/. logo.