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

Do you need a trust? - News Tribune

It is an estate planning tool that seeks to provide family members and ... such as your 401(k) plan, IRAs and tax-deferred annuities.

Expecting an Inheritance? Consider Coordinating Your Estate Plan with Your Parents

However, when we asked if he would share his estate planning, he denied us. He never discussed his finances with his son and said he never would.

Dude Crain's Widow and Daughters In Legal Batter Over Estate | Arkansas Business News

Attorneys for Shirley Crain didn't return calls for comment. The case highlights hurdles in estate planning for blended families. Property Settlement ...

IN YOUR PRIME: Elder financial abuse often unseen

Close attention and tough conversations can help prevent financial fraud ... at Roberson Law and is a certified specialist in estate planning.

Former Celsius CEO Withdrew $10M Ahead of Bankruptcy to 'Pay Taxes' - BeInCrypto

... CEO Alex Mashinsky withdrew $10 million in May to pay state and federal taxes and also used it for 'estate planning.' ... Markets News Report ...