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

Norm Sabin - Chattanoogan.com

Chattanoogan.com - Chattanooga's source for breaking local news ... 2008 he formed his own firm specializing in the practice of estate planning.

Envestnet | MoneyGuide, FP Alpha Integration Empowers Advisors to Offer More ...

... holistic financial planning solution, and Envestnet | MoneyGuide, ... View original content:https://www.prnewswire.com/news-releases/envestnet ...

Younger Generations' Retirement Savings Burdened by Student Loan Debt | PLANSPONSOR

Generation X and Millennial retirement plan participants have ... that compared the generations on key financial indicators at the same age.

ONLINE Class: Artificial Sweeteners: What you need to know! - Patch

Free class by Inter Valley Health Plan. Registration is required to get the log in information. To register or see the complete schedule of free ...

Envestnet | MoneyGuide, FP Alpha Integration Empowers Advisors to Offer More ... - PR Newswire

PRNewswire/ -- FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, ... News provided by.