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

Financial Advisors Eye Biden Plan for Estate Taxes

Get the weekly U.S. News newsletter for financial advisors. ] Potential Changes to Estate Taxes in a Biden Presidency. Among the tax-related changes ...

Paramount Property Tax Appeal Offering a Free New Years Evaluation for Affluent Homeowners ...

To get a free New Years evaluation for estate planning, trusts, property tax appeals and tax ... NEWS SOURCE: Paramount Property Tax Appeal.

Hightower Makes Strategic Investment in Siller & Cohen Family Wealth Advisors

The team's specialties include multi-generational estate planning, active tax management, risk management, business exit and succession planning, ...

'Simple' will should not be ambiguous

Of the three essential estate planning documents, a last will and testament is the only document used after death. Unfortunately, the nature of a will ...

What To Know About Estate Planning Documents

What To Know About Estate Planning Documents. Law Matters. By Staff | on January 26, 2021. By William G. Morris ...