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

Ellevest raises financial planning fee 33% in upmarket shift - InvestmentNews

"I don't see this (the Ellevest news) as a reflection of the cost of serving women specifically. It is more likely a reflection of the rising cost ...

Shape your legacy with UC Confident Retiree resources - UCnet - University of California

... estate planning, organizing personal affairs and accessing UC survivor benefits. ... Employee News · Employment · En espaƱol · People and community ...

Deals & Moves: RFG Caps Record Recruiting Run with $100M Advisor

Kowalski Financial was founded in 2019 and offers financial planning services, including estate planning and tax services. The deal adds members ...

Estate planning and considerations, Edward Jones 2026. - Decorah News

Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate- ...

Looking Ahead Starts Today | Mount Laurel, NJ News TAPinto

Estate planning provides more than legal documents. Wills, trusts, powers of attorney, and healthcare directives work together to protect your loved ...