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

Estate Planning Requires the Best Attorneys - Legal Reader

Legal Reader - Legal News, Analysis, & Commentary ... Couple doing estate planning; image by Ketut Subiyanto, via

Thomas-Walters, PLLC, Raleigh NC Estate Planning Law Firm Provides Will And Trust Services

By: Get News. August 10, 2022 at 15:34 PM EDT. Thomas-Walters, PLLC is an estate planning law firm in Raleigh, NC. The legal team is experienced ...

How the Rich Avoid Paying Taxes on Trusts - Yahoo Finance

Crummey trusts can be a useful estate planning tool for high-net-worth individuals who are hoping to minimize gift and estate taxes.

Why People of Color Are Less Likely to Have a Will - Consumer Reports

She says that while estate planning can cost money upfront, not having a plan can be time-consuming and even more costly for beneficiaries, who have ...

How to Avoid Paying Gift Taxes on Trusts - Yahoo Finance

A financial advisor could help you create an estate plan to protect your family's future. How a Crummey Trust Works.