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

I'm a Financial Planning Expert: Here Are the 7 Most Common Reasons People Go Broke

Many external factors can put people in a place of unexpected financial hardship and even lead to bankruptcy. GOBankingRates spoke to three financial ...

Half of Business Owners Do Not Want Their Children to Inherit, Run Business | Business Wire

“Whether the family discussion is about estate planning or business ... News, insights and perspectives from Wells Fargo are also available at ...

Savings bonds are tried and true, but there are other ways to help grandkids financially

Of course, graduation is not the only reason to make financial contributions to ... to address estate-planning considerations of the grandparents.

Mercer Advisors Acquires RMR Wealth Advisors, LLC | |

All estate planning documentation preparation and other legal advice is ... Certified Financial Planner Board of Standards, Inc. (CFP Board) owns ...

Mercer Advisors Acquires RMR Wealth Advisors, LLC - PR Newswire

News provided by ... All estate planning documentation preparation and other legal advice is provided through its Advanced Services Law Group, ...