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

7 Features Of A Successful Estate Plan - California News Times

An estate plan is a collection of documents that protects your estate or everything you own and how you wish to pass them down upon your death.

Shoe company exec embezzled $30 million in failed bid to woo TV news anchor — now he's ...

The former chief financial officer of a high-end Massachusetts shoe ... to redistribute some of the reserve cash for estate planning purposes, ...

House Estate Tax Proposal Requires Immediate Action - Forbes

Taxpayers who might be affected need to plan and take action now. If you've been sitting on the tax planning fence waiting to see what will be enacted ...

How Do Financial Advisors Quantify Success? – 2021 Study - Yahoo Finance

Specifically, we focused on different benchmarks advisors track, how advisors plan for growth, the business challenges they encounter and their future ...

Mathis Wealth Management Announces Rebranding and Welcomes New Associate - EIN News

The firm's mission is committed to inspiring clients to make smart financial decisions through pro-active values-based financial planning with a wide ...