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

Community Recreation Center of Apex PRD – June 2018

Breakout sessions include: “Estate Planning” at 9 am, and Smart Funeral Planning at 10:30 am, please also register for these as space is limited.

Are You Healthy Enough?

... for our clients who need additional consultation in the areas of estate planning, business formations, purchasing or selling a home, even bankruptcy.

Top 10 Questions to Ask Your Elder Law Attorney

Unless you have an especially problematic situation, you are most likely looking for elder law attorneys who specialize in estate planning, insurance, ...

Estate planning session set for May 31

Topics will include estate planning tools for everybody, updates to estate planning law, farm/ranching and estate planning and using conservation ...

Estate planning session set for May 31

SHERIDAN — An estate planning workshop and dinner will take place May 31 from 6-8 p.m. at Sheridan College. Learn tips from University of ...