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 Webinar | Columbus, OH Patch

Tuesday January 25, 2022: Helping Protect Your Estate Assets and Avoid Unintended Consequences Why you should attend this webinar: Now more...

University of Hawaii regents adopt Mauna Kea management plan | Honolulu Star-Advertiser

Top News. University of Hawaii regents adopt Mauna Kea management plan. By Jennifer Sinco Kelleher Associated Press; Jan. 20, 2022.

First Black CFP Board Chairwoman Aims to Be 'New Face' of Financial Planning | ThinkAdvisor

News January 21, 2022 at 04:14 PM Share & Print ... She has nearly two decades of financial planning and investment experience and spent much of ...

WEBINAR: Elder Law, Living Trusts, and Medicaid Planning - Patch

Skip to main content. Patch News ... WEBINAR: Elder Law, Living Trusts, and Medicaid Planning ... Estate planning is way too important to neglect.

In 2022, pay mind to your financial health - Yahoo News

Personal finance and estate planning experts see strong opportunities for Black households in 2022 to establish goals and make moves that could ...