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

Harding University announces new legacy society for estate gifts

SEARCY — Harding University's Center for Charitable Estate Planning has announced the James A. Harding Legacy Society, a new stewardship ...

Eleventh Circuit Affirms Punitive Damages For A Fraudulent Transfer And Rejects Constructive ...

The Judkins claimed that they were only engaged in these shenanigans only for "estate planning" purposes, or because Russell was concerned about ...

Webinar of the Week, sponsored by Poché Estate Planning: Do this for family and for peace of mind

For over 30 years, estate planning attorney Laura Poché has helped thousands preserve their assets and protect their families. Attend a free 2-hour ...

Peter Mallouk Reveals Creative Planning's Expansion Strategy

Peter Mallouk, president of Creative Planning, is an RIA in a hurry. ... since Mallouk bought the firm after a five-year stint as an estate planner there. ... For instance, in March of this year the news on TV scared the hell out of them.

Workshop helps you plan for the future

Estate planning and will preparation are simple steps which will help you attain this goal. WCTE will be presenting a Zoom and in-person event on ...