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 new estate planning rules could accidentally disinherit your children ... How the new tax rules may impact your retirement planning strategy.

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A quarter of estates that pay 'deeply unfair' IHT are investigated by HMRC: Quilter

Gordon Andrews, tax and financial planning expert at Quilter, said: "Inheritance tax is infamous for being not only disliked, but complex and at times ...

After 26 years with BD, $206M advisor bolts for Kestra

Founded in 1992, the practice provides wealth management and estate planning services to high-net-worth clients such as business owners and ...

New LA Advisor Firm With $500M AUM Joins LPL

Newly formed Charton Financial Group of Los Angeles has joined LPL Financial's ... with it about $500 million of client assets, according to a news release. ... benefits, risk management planning, retirement planning, estate planning, ...