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

Updated 2022 Estate and Gift Tax Rates | Tucker Arensberg, P.C. - JDSupra

The unified credit against estate and gift tax in 2022 will be ... estate and gift tax exemption and how it might impact their estate planning.

Retirement planning for physicians - Medical Economics

In addition to retirement, physicians also need to protect their family's financial future with a solid estate plan that retains the wealth they ...

Blended families creating demand for tax services across jurisdictions: study | Investment Executive

Related news. RBC partners with estate planning platform to offer online wills ... A little-known TFSA tip for year-end tax planning.

Insure Sequence of Returns Risk with a HECM Mortgage - TheStreet

Your will and other estate planning documents have been updated to reflect your current financial situation and goals. Everything's in place for a ...

Ed Slott Offers Three Strategies For Tax-Efficient Charitable Giving - Financial Advisor Magazine

... and this is the kind of planning that shows that? ... can help reduce large estates to lower or eliminate federal estate taxes, said Slott, ...