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

Planning for change? A veteran wealth executive wants to help

After starting in the industry as a financial advisor more than three decades ago, Carolyn Armitage has seen wealth management from many different ...

Legal Ease: What is a will and why do I need one? - Daily Local

Local NewsEducation. SUBSCRIBER ONLY. Legal Ease: What is a will ... The price of estate planning varies depending on the attorney and the complexity.

Abigail Jansen Sutton Join Chambliss Law's Estate Planning Section - Chattanoogan.com

welcomes associate attorney Abigail Jansen Sutton who will serve the firm's estate planning and estate and trust administration practice areas.

NorthRock Partners Opens Office in San Francisco to Expand its Innovative ... - Yahoo Finance

From charitable giving to estate planning, everything our clients need can be found in the Personal Office model. ... News · Videos · Yahoo Finance Plus ...

US Plan to Speed Stock Settlements to Cost Investors $30 Billion - Advisor Perspectives

... Estate Planning · Evergreen · Exchange-Traded Products · Factor-Based Investing ... News, 02/20/2024. Are the Magnificent Seven in a Bubble? Ask the ...