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

Local impacts from a Federal Government Shutdown - WJHG

A local financial ...

Felicia Stovall promoted to Senior Wealth Advisor - Gazette Journal

Stovall was also recently elected to the board for the Virginia Peninsula Estate Planning Council and serves on the Williamsburg Health Foundation ...

On October 12th in Oak Park: `Estate Planning Explained - Patch

With “Estate Planning Explained,” Dr. Jim Flanagan of Bentron Financial Group will lead a free presentation at 7 p.m. on Thursday, October 12th at Oak ...

FPA names Brahim 2025 president-elect - Financial Planning

For reprint and licensing requests for this article, click here. Industry News Career advancement Career moves Independent advisors RIAs. TRENDING.

Retirement Coffee Talk - Importance of a Will - WSPA

Estate planning and retirement planning should go hand in glove, but ... News, weather, sports for Greenville, Spartanburg, Anderson, and Pickens ...