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

Lee College receives largest estate gift in school history - Bluebonnet News

Their gift is the largest estate donation in the institution's 89-year ... students receive a much-needed education through their estate plan.”.

11 CPAs Honored by AICPA and CIMA - CPA Practice Advisor

Awards presented include the P. Thomas Austin Scholarship, Personal Financial Planning Distinguished Service Award, Sid Kess Award and Standing ...

Bypass the estate tax | The American Legion

There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important ...

I'm a Financial Planning Expert: 9 Things You Should Never Buy If You Want To Retire Early

If you're dreaming about retiring early, you're not alone. The FIRE (financial independence retire early) movement -- in a nutshell, ...

Estate Planning is for Everyone | WKNO FM

We recently hosted nationally recognized attorney Aquanetta Betts, who spoke about Philanthropic Planning in the African American Community.