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

Hellums Joins Renasant as Private Banker and Vice President | News - Montgomery Independent

... been affiliated with the Montgomery Estate Planning Council and the Alabama Council of Association Executives. ABOUT RENASANT CORPORATION:.

Stephen Sondheim left behind an estate worth an estimated $75 million - New York Post

“Stephen Sondheim has worked with the top planning attorneys in the country and has a very good sound estate plan that will benefit his spouse and ...

Matthew Fassnacht explains Why Individuals Require Asset Protection - EconoTimes

They have been sued for something they did not do or were only partially responsible for. The Advantages of Having an Estate Plan in Place. According ...

Financial lessons: Don't buy a town and go bankrupt like Kim Basinger - The Press-Enterprise

Fear and denial can actually keep all of us – not just celebrities – from good financial planning.

State Bar Of New Mexico Offers Free Estate Planning, Probate And Institutional Medicaid Workshop

State Bar of New Mexico News: ALBUQUERQUE — A free workshop presented by the Legal Resources for the Elderly Program, Estate Planning, Probate and ...