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

Wells Fargo seeks to boost wealth unit's profit margin | Financial Planning

Industry News. Wells Fargo eyes profit margin as low-hanging wealth opportunity. By Dan Shaw. CloseText. About Dan · twitter · FinancialDan2 · mailto.

Beacon Pointe to Add $944M Boston-Area RIA - Wealth Management

It has about 21 employees offering retirement planning, tax strategies, insurance analysis, estate and legacy planning, and investment management. “ ...

Cranberry Wealth and Burgess Law Firm Opening Offices - Morningstar

Estate planning services are offered through the law firm The Burgess Firm. ... news-releases/cranberry-wealth-and-burgess-law-firm-opening ...

Beacon Pointe Buys Mass. RIA With $944M AUM - FA Mag

Beacon Pointe Advisors has boosted its East Coast presence with the acquisition of Sensible Financial Planning, a Waltham, Mass.

Law Firm Reaffirms Commitment to Cape Girardeau Community with New Marketing Efforts

Birk Law Firm's areas of practice include estate planning, wills and ... Make the News® is a registered trademark of Law Firm Newswire. All ...