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

Andrew Peebles: A financial plan for the future brings peace of mind - Springfield News-Leader

As an estate planning attorney for the past six years, I can confidently say that being intentional about your financial health is one of the most important ...

Can a Power of Attorney Change a Will? - Yahoo Finance

Here is how it works. Estate planning can get complicated, quickly; working with a financial advisor goes a long way to simplifying the challenge. Estate ...

These Are the Top 100 Independent Advisors and Top 100 RIA Firms - Barron's

That team of four financial advisors and seven financial planners brings Summit Trail expanded expertise and sophistication in areas like estate planning,. “Our ...

Proposed Tax Changes Focus on the Wealthy - The New York Times

One change would bring the estate tax exemption back to the level it was at in ... “Grantor trusts have been the bread and butter of estate planning,” Mr.

Managing for the future: Chattanooga-based financial firm looks to expand in Southeast ...

"We've been able to accomplish this by helping our clients plan and manage their entire financial lives, not just their investments.".