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

Protecting What Matters: Estate Planning Essentials for Your Family (Shoup Legal) - Patch

Wednesday March 6, 2024: This FREE webinar will help you discover what you need for your estate plan. What You Will Learn In This...

'Honeypot' suit against Morgan Stanley alleges behavior Wall Street has tried to leave behind

Log In. Subscribe · TAX. INVESTING. Investment Strategies · Wealth Management · Estate Planning · Retirement planning ... News Lawsuits. TRENDING.

Dog belongs to estate, court rules | Investment Executive

... News From the Regulators Dog belongs to estate, court rules. Dog belongs to ... Trailer fee class action gets green light. Keywords: Estate planning ...

Financial Education Webinar Set for March 5 | Montgomery County Public Schools

Estate planning; Overcoming obstacles to creating wealth; Maximizing ... Submit News to The Bulletin. Email Us at thebulletin@mcpsmd.org. February 28 ...

LEGAL NOTICES - The Taylorsville Times

This the 28th day of February, 2024. Jeanne Perry C/O Capital City Estate Planning ... US & World News. US · Sports · Entertainment · Technology ...