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

Retirement planning: DIY or professional advisor? - Medical Economics

All NewsCareersLegalMoneyOpinionPhysicians Financial NewsPractice ManagementTechnology ... estate planning and long-term wealth preservation.

The Most Important Tax Planning Season Is Right Now - Articles - Advisor Perspectives

... Estate Planning · Evergreen · Exchange-Traded Products · Factor-Based ... News, 05/22/2026. High Bond Yields Are What America Needs in the AI Era.

List: Alabama's Financial Planning & Investment Advisory Firms 2026

International Trade · 6 honored with trade excellence awards. Get the latest. Alabama business. news delivered to. your inbox. Sign Up Now! Online ...

Building Trust as Finance Shifts From Traditional Advice - Articles - Advisor Perspectives

Valerie Rivera, financial planner and founder of FirstGen Wealth, said ... News, 05/18/2026. Private Credits Unthinkable Becomes Reality as ...

Deals & Recruiting Roundup: Bluespring, LPL, Cetera And More - Wealth Solutions Report

... estate planning strategies, retirement income planning and cash flow management. ... News Featuring RISR, TaxStatus, Savvy, BetaNXT, CapIntel ...