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

Choosing an executor, healthcare proxy and others | News | - Huntsville Item

Any asset placed in a trust as part of your estate plan will require a trustee. The trustee acts as the legal owner of trust assets, and is ...

Learn about setting money goals during 'Your Money Matters' webinar -

Today's breaking news and more in your inbox ... WILLIAMSPORT — Marshall, Parker & Weber, LLC, an elder law, and estate planning law firm, has announced ...

As CD rates top 7%, financial planners explain how to decide between cash and stocks

In addition to serving as contributing editor for The Simple Dollar and writing for publications such as Bankrate, U.S. News and World Report ...

Arvest Wealth Management to Offer Estate Planning Seminar - Bartlesville Radio » News

... Estate Planning Session on Thursday, Sept. 28 at 6 p.m. at Arvest's eastside Bartlesville location, 4225 SE Adams Rd. The estate planning seminar ...

IRS Moves to Target Wealthy Taxpayers in Historic Compliance Drive - JD Supra

News & Insights. Popular; Labor & Employment · Finance & Banking ... Estate planning strategies designed to permit the tax-free transfer of ...