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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

TYSC: McEntyre Elder Law -Estate Planning - Lincoln Times-News Events

Join us for an informative and engaging Estate Planning Seminar where you can gain valuable insights into organizing your affairs.

Money Matters: Empowering Financial Fearlessness Among SWE-sters - All Together

Home » Member News » Money Matters: Empowering Financial Fearlessness Among SWE-sters ... Estate Planning: Set up a basic estate plan, including a will, ...

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Free Estate Planning Guide · NPR+ Bundle · Partners in Excellence · Planned ... Selena Simmons-Duffin, NPR News, Washington. (SOUNDBITE OF ...

Estate Gifts Offer Transformational Impact Beyond Lives of Service - Huntingdon College

HUNTINGDON COLLEGE News Release December 3, 2024 For more ... To receive more information about how to add Huntingdon College to an estate plan ...

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Trending News. Previous. Navigating Children's Online Privacy ... Good estate planning incorporates income tax and other considerations ...