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

Hornets swarm to ESU campus for Founders' Day

“[Alumni] Alan and Margene have decided to commit their entire estate, ... “Recently, it became time for our estate planning, and we knew that ESU ...

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The SECURE Act “would be an estate-planning catastrophe for people with significant IRAs,” DeMuth continues. “It would take sensible planning done ...

Navigating the Financial Impact of Major Life Events

Life events may have tax and estate planning consequences, in addition to investment consequences, so it is critical to consult with your team as soon ...

Greenbrier: Town Square Phase II Businesses Released

GREENBRIER TENNESSEE: (Smokey Barn News) – On the heels of the ... Dorris' focus is estate planning, probate, family law, real estate, and the ...

REAL ESTATE MATTERS: Estate planning is important, especially for tax purposes

Q: I have a question about a recent answer you gave to a reader. The question relates to a daughter that acquired her share of the home from her mom ...