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

UBS Advisor Christopher Black named to Forbes/SHOOK Best-in-State Wealth Advisors List

His advice focuses on much more than investing—from estate planning ... UBS provides financial advice and solutions to wealthy, institutional and ...

Free Financial Wellness Workshop at Rockwall YMCA March 17

Panelists include Shey Stegall, Financial Planner with Bluecrest Financial; Jodi Kennedy, Real Estate Agent, Century 21 Judge Fite; Hailey Dunn, ...

Op-ed: Families should plan to negotiate with colleges for more financial aid due to pandemic

News Tips. Got a confidential news tip? We want to hear from you. Get In Touch. CNBC Newsletters. Sign up for free newsletters and ...

New Feature Article by Piercey & Associates, Ltd. Explores the Principles Behind Asset Protection ...

"In the context of estate planning, the fundamental purpose of a comprehensive asset protection is to ensure that a decedent's assets pass properly and ...

New Feature Article by Piercey & Associates, Ltd. Outlines Everything to Know About Estate Planning

3. Facebook exploring potential news licensing agreements in Canada - source. 4. Moderna submits COVID ...