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

Stan Lee's tangled web of estate planning and how to avoid it in your own life

You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent financial advisor if you have any ...

What happens when you inherit an estate?

Estate planning is so critical in our lives today. Especially when assets and health care decisions come into play. We all know this is a tough ...

Martin Pierce Selected 2018 Mid-South Super Lawyer

Attorney Martin L. Pierce, a Certified Estate Planning Specialist with Pierce & Huisman, PLLC in Chattanooga, has again been selected in 2018 for ...

Four Key Advisor Considerations When Selecting Trust Companies

One of the most troubling statistics in the financial advice industry is how rarely advisors retain assets when a client passes away, as clients' heirs ...

Becoming an Executor of an Estate: What You're In For

You need to be ready for that, stresses Anderson Lafontant, a certified financial planner and senior investment advisor with Los Angeles-based ...