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

Waco-area news briefs: Baylor Law Veterans Clinic starts Monday

The free estate planning clinic is made possible by a grant from the Texas Access to Justice Foundation. Telephonic intake appointments will cover the ...

Tim Tallach Joins Pathstone as Executive Managing Director

... with family offices, family businesses and ultra-high net worth families on tax, financial, fiduciary, philanthropic and estate planning matters.

Estate Planning During the Pandemic

For many people, family is the point of estate planning. “Preparing your estate ... and my estate plan?” Sometimes, those changes are headline news.

Miller family to sell Utah Jazz to Qualtrics founder Ryan Smith

... a minority interest in the team and that the sale was done to insure the Jazz would remain in Utah and would help with her family's estate planning.

5 Steps for Creating a Financial Plan From Yardley Wealth Management

Get local Breaking News alerts sent directly to your inbox.