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
Saia CEO gifts 20,000 shares in estate move | SAIA Insider Trading - Stock TitanPresident & CEO Frederick J. Holzgrefe III reported estate-planning moves involving company stock. On May 11, 2026, he made two bona fide gift ...
DOL Pauses Paper Benefit Statements Requirement - planadviserWant the latest retirement plan adviser news and insights? Sign ... The report concluded that financial planning resources, estate guidance ...
Dinsmore Adds Estate Planning Atty In Pittsburgh - Law360 PulseAn attorney with 15 years of estate planning experience has moved his practice to Dinsmore & Shohl LLP's Pittsburgh office after more than two ...
Insurance Beneficiaries Desire Financial Guidance | PLANADVISERThe report concluded that financial planning resources, estate guidance ... News & Analysis · Surveys · Awards · Events · Industry Intelligence · Print ...
Zach Harney, Financial Planning: Misconceptions around estate planning - Monterey Herald... news is that for most American families, the federal estate tax simply isn't a present threat. But “not owing estate tax” and “having nothing to ...
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