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
J.P. Morgan finds critical flaw in fixed retirement withdrawal strategies - Financial PlanningJ.P. Morgan research finds retiree spending is far from uniform, challenging the core assumptions of the 4% rule and similar withdrawal ...
Year-End Financial To-Do: Federal Tax Transfer Tax Laws are Permanent - AdvisorHubIf you face the tax, the rate is 40% for taxable transfers. With proper planning a married couple can use each of their exclusions, meaning $30 ...
The biggest wirehouse and regional moves of 2025 - Financial Planning... Financial Planning. twitter · mailto · linkedin · Industry News Recruiting Wirehouses RIAs Private equity M&A. More from Financial Planning. 20 people ...
Planning Our Legacy: Insights from Vayechi - Orthodox UnionWhile estate planning may feel overwhelming, the Orthodox Union offers ... News December 14, 2025. Rabbi Moshe Hauer's Erev Shabbos Message ...
What Happens to Nick Reiner's Inheritance? | Blank Rome LLP - JDSupraNeither Rob's nor Michele's estate planning documents are publicly available, but the most likely outcome is that Nick's siblings will receive his ...
