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

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Why every adult needs a will - Post and Courier

... estate planning documents and ensure they still meet your goals. ... © 2026, Moultrie News, an Evening Post Publishing Newspaper Group. All ...

Creative Planning, Transamerica Face TDF Class-Action Lawsuit - Wealth Management

According to NAPA, in the suit, the plaintiffs argued that Elanco Inc. relied too heavily on the recommendation of plan advisor Shepherd Financial ...

Deals & Moves: Cetera Snags $420M Commonwealth Duo - Wealth Management

Estate Planning · Financial Planning · High Net Worth · Insurance ... Industry News & Trends · IBD · Wirehouse · News. Deals & Moves: Cetera Snags $420M ...

Generational Farmland Transfer Makes Estate Planning Critical - DRGNews

Generational Farmland Transfer Makes Estate Planning Critical. By DRG Media Group News Aug 14, 2026 | 5:00 AM. More than 150 million acres of U.S. ...