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.

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Elizabeth City, North Carolina - As time goes by - and North Carolinians accrue more assets and add more members to their family - estate planning ...

UK Planning top tips: certificates of lawfulness | Hogan Lovells - JDSupra

It is usually obtained to provide conclusive evidence that an existing use or development is lawful through long use or because a planning permission ...

The Intersection Between Estate and Retirement Income Planning - Wealth Management

Jamie Hopkins, Carson Group, deep dives into how and why the intersection between estate planning and retirement income planning is crucial.

Create a trust online when estate planning for older adults - SeniorsMatter

Whether you're helping to manage caregiving expenses or estate planning, understanding your options is critical.