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

United States: New Law Creates Estate Planning Opportunity For Florida Spouses - Mondaq

The Florida legislature recently passed a new trust law that creates an exciting estate planning opportunity for married couples who are residents ...

Don't Be Tricked into Voluntarily Paying Higher Taxes on Your IRA | Kiplinger

estate planning. How to Use Your Estate Plan to Save on Taxes While You're ...

What the Bank of Mom and Dad should consider when dispensing money — especially if it ...

Jason Heath: There are income tax, family law and estate planning factors to keep in mind when gifting or loaning money to your children.

Faulkner Law professor awarded Public Interest Attorney Award - Yellowhammer News

This included estate planning, probate, Medicaid, veterans' benefits and nursing home litigation. He also served as chair of the Elder Law Section ...

ReJoyce Financial takes a holistic approach to your finances - WISH-TV

Financial planning is another pillar of ReJoyce Financial's services, and they always advise to plan first and invest later.