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

Arlington Community Education spring registration to open Feb. 25

Seasoned instructors David Adams and Richard Belofsky team up to teach “Estate Planning: Long Term Care and Strategies to Protect Your Assets.

2020 tax filing season is upon us

New regulations also allow owners of real estate operations to qualify for ... tax services as well as estate planning, merger and acquisition planning, ...

Expanding Retirement Planning education courses headline Eikenberry's 2020 events

These courses provide information on all areas of retirement and estate planning. “The education courses were very well received, and we have ...

Galecki Financial Management Celebrates 30th Anniversary in 2020

According to Galecki Financial Management, the IFO covers many areas, including retirement cash flow analysis, education funding and planning, tax ...

Saving time, tech integration are themes at T3

His new tool, FP Alpha, integrates AI algorithms into the financial planning process to expand what advisers can incorporate into a plan. FP Alpha ...