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

Estate planning for federal employees: Maximize benefits and minimize taxes

First, did you know that the beneficiaries on your TSP overrule a trust or will? Get the latest pay and benefits news delivered to your inbox.

Pre-Retirement Program webinar: Basic Estate Planning - JHU Hub

News Network. The Hub · At Work · Johns Hopkins Magazine · Search. Explore by Topic. Health · Science+Technology · Arts+Culture · Politics+Society ...

Scott Hiltunen | News, Sports, Jobs - The Mining Gazette

Scott was an active member of ASPA (American Society of Pension Actuaries). Eventually he became an independent attorney working on estate planning, ...

Wills, Trusts and Estate Planning - Southwest Connection Events

WILLS, TRUSTS AND ESTATE PLANNING What is the difference between a will and a living trust? When do estates have to go through probate and what is ...

Householder Group Announces Expansion of Exclusive Successor Membership Program

Based out of Scottsdale, Arizona, Householder Group is a financial planning firm specializing in a wide array of holistic financial advisory ...