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

Swanson achieves designation of CRPC

... a private wealth advisory practice of Ameriprise Financial Services Inc., ... estate planning and the entire retirement planning process using models ...

Belvidere Community School District board appointment made

His law practice focuses on civil litigation (including personal injury), estate planning/administration and real estate. For information:

What you need in your domain investor continuity plan

That's why all domain name investors should have a continuity plan in ... to this podcast to understand some estate planning you should undertake.

Client Value Of Advisor Relationship Is 41% Emotional, Vanguard Says

Financial value encompasses saving and spending behavior, debt levels, retirement planning, insurance and risk management and estate planning.

The upside of coronavirus: More people are getting their legal affairs in order

Many people find it easy to put off estate planning decisions. ... suspects many older clients are stuck at home watching coronavirus news on TV.