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

Increase in estate planning as pandemic continues

Estate attorneys say they're fielding more calls, as families prepare in case a loved one gets sick. What to Read Next. Jack Dorsey's $1 billion pledge ...

Sectors That Could Do Well in a Coronavirus Recession

... economic downturns, says Craig Kirsner, president of Stuart Estate Planning Wealth Advisors. ... “This is a health crisis more than a financial crisis.”.

Here's why you shouldn't wait to set up your will or life insurance

To help with your estate planning during this pandemic, TODAY spoke to experts to better understand the ins and outs of wills and the different types of ...

Attorney changes in the courtroom

Holce said he focused on elder law in law school, such as wills, estate planning, Medicare/Medicaid navigation, post-retirement planning, guardianships ...

Creative Planning Acquires Coe Financial Services

Coe Financial Services provides comprehensive financial planning and investment management for clients with approximately $126 million in Assets ...