Estate Planning

Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth by creating and maintaining 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 considering the family's unique circumstances 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 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.

COVID19 - Upcoming Meetings 

All 2024 meetings are scheduled to be in person; however, we will continue to monitor and follow the appropriate safety guidelines as we plan future meetings. Please know that your health and safety are our primary concerns. Updates regarding future meetings will be sent via email to members as well as posted on our website.

NAEPC Journal of Estate & Tax Planning

Click here to view the latest NAEPC Journal.