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

Cabin Succession Planning Workshops are June 1-2 | News | walkermn.com

The family cabin or shoreland property can be a family's most treasured asset. These workshops will provide an overview of different legal and estate ...

FP Answers: How do I get good financial advice so I don't waste my money?

Stay curious throughout the planning process and you will get your money's worth, financial planner Allan Norman says. Learn more here.

Irwin Mitchell acquires TWP Wealth to bolster wealth management team

They will collaborate with IM Asset Management, which currently provides financial planning and investment management services to support Complex ...

4 Keys to Planning Your Hard-Earned Retirement Income Distributions | Kiplinger

When you have a well-thought-out retirement income plan, you can quit worrying. ... Financial Planner, Decker Retirement Planning.

Chris Brantley | Events | djournal.com

Brantley is a member and Past President of the Estate Planning Council of Mississippi and the Rotary Club of North Jackson.