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

Financial Health - Estate Planning Recap - WENY News

John G. Ullman & Associates Inc. President & COO Jason Nickerson recaps important aspects of estate planning, from health care directives, ...

LPL Taps eMoney's WealthVision Planning Software - ThinkAdvisor

News and analysis on advanced planning for taxes, retirement income ... These advisors are 53% more likely to offer estate planning, for ...

Even before LPL stepped in, Summit Wealth was leaving Commonwealth - Financial Planning

For reprint and licensing requests for this article, click here . Industry News Wealth management M&A Independent advisors RIAs LPL Financial.

Oak Grove Estate Planning in Lafayette holds ribbon-cutting ceremony | Video - KADN

A new estate planning firm held a ribbon cutting and grand opening on Friday, May 2 ... News 15 Camera Network · Latest Forecast · Interactive Radar.

Dying without a will: What happens next? - KSLA

(InvestigateTV) — Only 24% of Americans have an estate plan, according ... KSLA News 12; 1812 Fairfield Avenue; Shreveport, LA 71101; (318) 222 ...