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
2026 Estate Planning for Large Estates Program - Wealth ManagementNews. Related Topics. RIA · IBD · Wirehouse · RPA · Insights & Analysis ... estate planning environment. Speaker: Michael Gordon. July 23, 2026. Session ...
LPL Financial Scores $1.5B Ex-MassMutual Team in Dallas - Connect Money... estate planning to high-net-worth clients. “We believe our strength ... Read More News Stories About: LPL Financial. Connect. Inside The Story.
Maximize your future | Essential estate planning workshop - theOrcasonian.comtheOrcasonian shares not only timely stories from our reporters, but also from our community, along with trusted news outlets. Related Posts. EWUA ...
Three powerful forces are draining family wealth - and your estate plan is completely unpreparedNews · MarketWatch. Three powerful forces are draining family wealth - and ... Now, for just about every American family, the federal estate tax is no ...
The $124 trillion Great Wealth Transfer is real — but the IRS or a nursing home might get ...Choose MarketWatch as a preferred source of financial news ... Now, for just about every American family, the federal estate tax is no longer a ...
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