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

Avoid estate planning mistakes before family stress grows - KHON2

... Estate Planning Partners Hawaii. Ogata says a will is only one part of a complete estate plan and generally must go through probate. A more ...

Press release: Everest Financial monthly blog: It's National Make a Will Month - LINK nky

Estate planning is rarely a “set it and forget it” endeavor. As time ... news@linknky.com | 859-878-1669. 523 Madison Avenue, 2nd Floor.

Gov. Kemp Announces Judicial and Prosecutorial Appointments

His practice has included domestic relations, criminal defense, probate, estate planning, real estate, and civil litigation matters. Prior to ...

How Lack of Planning Robs Investors of the Retirement They Imagined - ThinkAdvisor

It won't come as news to advisors that the chief concerns of ... financial plan. Thirty-six percent said they gave the non-financial ...

Ascend Partner Firms PP&Co, LMC Expand Through Acquisitions - Inside Public Accounting

The practice provides accounting, tax, financial planning, estate planning and bookkeeping services. ... Sign up for the IPA INSIDER: a bi-weekly news ...