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

Benefits Monthly Minute - IRS Extends CARES Act and Relief Act Deadlines

Company Stock Over -Valuation Puts Plan Sponsor and Trustee Under Water. According to a news release issued earlier this month, the Department of ...

2 OKC Metro Law Firms Merge To Meet Estate Planning Demand Post-COVID - News 9

“The pandemic has really exposed the frailty of life and a lot of the challenges people face,” Hill said. Hill focuses on estate planning as a partner ...

New retirees can expect to face money surprises, financial advisors say - CNBC

Members of the CNBC Financial Advisor Council say these strategies can ... and senior financial planner at The Planning Center in New Orleans.

Four UBS advisors in the Greater New England Wealth Management Market named to ...

As a Certified Financial Planner™ (CFP®), he works with privately held business owners focusing on succession planning, along with corporate ...

Savings for Seniors: Lower Medicare Part B Premiums in 2023 - Elder Law Answers

Note that beneficiaries with higher incomes pay higher monthly premiums. For further details, read the news release from CMS. If you wish to make ...