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

Plan ahead to avoid financial, health care mistakes later in life - Star Tribune

Estate planning is not just tax planning or bequest planning ... News in Education · Minnesota's Best · High School Sports Hubs · Mobile and ...

Sponsored Content: Money Wisdom - Estate Planning with a Financial Advisor - WTNH.com

News 8 Daily News · Storm Team 8 Forecast · CT Buzz Content Disclaimer · Don't Miss · Get News App · Stay Connected.

How to plan your retirement in a complex world | Valdosta Daily Times

As financial advisors, it's our role to provide clarity, guidance and reassurance. Here are 10 critical insights retirees should consider right now to ...

Battle over Jimmy Buffett's $275 million estate highlights risks of family trusts - AOL.com

... estate planning. Kim explained that her parents were considering ... estate attorney Jennifer Nachtigal told CBS News Texas. “Call it a ...

Timing Is Everything for Roth Conversions: An Expert's Guide to the Right Strategy

... news and offers from other Future brands. Receive email from us on ... Financial Advisor, Burns Estate Planning & Wealth Advisors. Alex Astin ...