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

Documents Commonly Reviewed at Probate | News - The Huntsville Item

For over 27 years, I have attended the State Bar of Texas' Advanced Estate Planning and Probate course as a part of my continuing legal education.

3 Ways AI Is Quietly Transforming Retirement Planning — and What It Means for Your Money

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You can't predict the future, but you can protect it - Washington Blade

When most people hear "estate planning," they think of gray hair and retirement accounts — documents drafted only when the finish line ...

Hulk Hogan's daughter can't write herself out of the wrestler's will - Yahoo

News quickly broke that his daughter, entertainer Brooke Hogan, was estranged ... estate planning process to prevent disputes after they die.

I'm a Financial Advisor: These Are the 3 Habits That Quietly Kill Your Net Worth - GOBankingRates

Financial advisors see these patterns all the time, and the good news ... “Unfortunately, eight minus seven does not always equal one in financial ...