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

'Don't do it': Why Brindley Sullivan urges parents to reconsider adding kids to bank accounts, deeds

Written by or for St. George News Sponsor. May 30, 2023 ... Don't do it,” Brindley Sullivan estate planning attorney Andrew S. McCullough said.

FedLife Podcast: Transferring a Traditional TSP to a Roth IRA - Serving Those Who Serve

FedLife Podcast: Protect Your Legacy with Estate Planning ... Thinking about transferring your traditional Thrift Savings Plan (TSP) to a Roth IRA ...

New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs (Part III)

Tax planning, Federal employee benefits, retirement and insurance consulting services offered through EZ Accounting and Financial Services, and EZ ...

Ways for Patients and Their Loved Ones to Plan Ahead After a Cancer Diagnosis

That includes a basic will, a power of attorney for financial affairs and an Advanced Health Care Directive. It can be a little bit overwhelming ...

Andrews joins CMH Foundation as a campaign adviser | Bolivar Herald Free-Press

“Growing a culture of giving is part of our current strategic plan that I am ... estate planning, planned giving and special fundraising programs.