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

Epstein Accountant Richard Kahn Asked Point Blank 'What Were the Sources of His Wealth'

... estate planning services, alongside returns from investments including interest and dividends. ... US Senate News LIVE: Big Names Finally Exposed ...

New Jersey Law Permits Proposed Guardians to File Prior to a Minor's 18th Birthday

Build a Morning News Digest: Easy, Custom Content, Free! ... Estate Planning Essentials for Health Care Providers: Protecting Legacy and Loved Ones ...

Fun, prizes and more: Event informs seniors on health, estate basics - Atlanta Journal-Constitution

Four panelists rounded out a discussion on health and estate planning: Erin Webb, pharmacy practice coordinator, Kroger Health; Dr. ... Send a News Tip ...

4 AI Myths Financial Advisors Should Know About - Wealth Management

Artificial intelligence adoption is rising among advisors, but confusion persists about which AI tools deliver real value in financial planning.

What the market's historical high means for your retirement - FOX10 News

Sponsored by Burns Estate Planning and Wealth Advisors.