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.

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Fight over Prince's $200M estate could go on for years

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Plan for life after 60

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Baker Donelson's Growth Recognized Its Roots, Ex-Chief Says

Adams does not plan to retire, but rather shift to a part-time role of reengaging his estate planning and small business consulting practice while taking ...

Why you Need to Start Thinking About your Digital Estate Plan

Just as traditional estate-planning relates to the management and transfer of financial accounts and hard assets, digital estate-planning encompasses ...

State funding restored for 'vital' program that helps vets with PTSD

... Aid & Attendance benefits as well as discussing estate planning, living wills, Medicare program, and sharing valuable health care proxy information.