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

Trust or Will? Local attorney John Levy shares estate planning pro tips - CBS Austin

AUSTIN, Texas — Creating a written plan for your estate isn't just about securing your family's future; it can also save your loved ones from ...

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They explained key estate planning documents and corporate documents ... News · Thought Leadership · Why Spencer FaneToggle Dropdown for Why ...

Government reveals new planning committee reforms - YouTube

... planning decisions and financial backing to speed up building new homes. Sky News spoke with Matthew Pennycook the minister for planning and ...

Jeremy Young Shares Insights from Transamerica Life Bermuda's Global Survey on ... - Hubbis

Online training, news, education and ... The most common catalyst for estate planning action among respondents was a health event in the family.

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