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

Missouri Veterans Commission to host estate planning clinic - KOMU

Missouri Veterans Commission will host a free estate planning services clinic from 10 a.m. to 2 p.m. Sept. 26 in Jefferson City, according to a news ...

My First $1 Million: Retired Accounting Firm Partner, 62, Greater Boston Area - Kiplinger

Once I realized I was creating generational wealth, estate planning became significantly more important. ... news and offers from other Future ...

Veteran estate planning clinic announced | Jefferson City News Tribune

Lt. Gov. David Wassinger and the Missouri Veterans Commission will host a free estate planning services clinic for Missouri veterans and their ...

Mercer Lures $1.2 Billion Florida Advisory Firm From Raymond James - Barron's

... estate, and investment planning will have a positive impact on her practice. ... Financial News London · Dow Jones Smart Money. Newsstand. Buy Issues.

As Commonwealth deal closes, LPL CEO shrugs off advisor departures - Financial Planning

For reprint and licensing requests for this article, click here . Industry News Earnings M&A Independent advisors RIAs LPL Financial Commonwealth ...