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

Advisors: Simplify Practice with ETF Model Portfolios

... things like estate planning, things like financial planning,” Ryan O'Connor, Head of Model Portfolios, Goldman Sachs Asset Management, said at the ...

Hergott: Contribution and Expectation of a will

Last week I started telling the story of a lawsuit where two of four daughters had attacked their mother's will. Each of the two had been left only 5 per ...

Are you worth more dead or alive?

So are the number who offer employees a 401(k) plan with anything more than ... members of the federal family, needs to know about estate planning.

After Reaching Milestone, Is Bottomline Technologies Inc (NASDAQ:EPAY)'s Short Interest ...

... Role as Director of Financial and Estate Planning – Nasdaq” on June 18, 2019. More interesting news about Bottomline Technologies (NASDAQ:de, ...

Trade optimism, dovish Fed bets power Wall Street rally

... anything goes wrong we'll be right there to save you'," said Craig Kirsner, president at Stuart Estate Planning Wealth Advisors in Coconut Creek, ...