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

Head to Head Analysis: HSBC (HSBC) versus Provident Financial Services (PFS)

HSBC (NYSE:HSBC) and Provident Financial Services (NYSE:PFS) are ... Provident Financial Services has a consensus price target of $25.75, ... international services, and wealth solutions and financial planning services, ... Receive News & Ratings for HSBC Daily - Enter your email address below to ...

Live Well, Work Well

Did you know that, as an NC State employee, you can access resources online for everything from elder care to financial planning? Through ...

News Briefs: SF holds Easter events

Workshops will focus on estate planning and retirement management. Organizers said that the sessions would be "especially useful for LGBTQ ...

Princeton-Based Financial Planner Helps Ease Financial Stress, One Community at a Time

April is National Financial Literacy Month, and Princeton-based Certified Financial Planner Michael Ruzhansky's objective is to spread financial ...

5 pillars of marketing for advisers

The goal of media relations is to position yourself as the go-to person for comments on investments, financial planning, or market insights in the areas ...