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

The Right Mortgage & Protection Network Selects iPipeline's AlphaTrust e-Sign Software to ...

... access to wills, LPAs & estate planning, secured loans and conveyancing. ... logo.

Elder Law Associates PA Awarded by US Business News Magazine as Best Elder & Special ...

The firm specializes in elder law and special needs law, elder law litigation, estate planning, wills and trusts, Medicaid and long-term care planning, ...

Xavier Leadership Center leverages Dalton Education CFP® Certification Exam prep resources ...

The course provides an overview of financial planning areas such as income tax planning, investment planning, retirement planning and estate planning ...

Estate Planning and Resolving Common Issues

There are tons of different scenarios where estate planning is helpful, and Gifford Collins from Collins Law Firm joins us to discuss some of the common ...

Podcast: Property Summits expert panel discuss the challenges of the coronavirus

However, the sooner you start tax and estate planning the better. ... TV and radio providing regular property market analysis and cutting-edge news.