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

Baird to buy 90-advisor firm that pioneered 'Masterplan' - Financial Planning

For reprint and licensing requests for this article, click here. Industry News M&A. TRENDING.

Soden: Avoiding Financial Ruin Due to Dementia - Voice of OC

January is Financial Wellness Month and what better way to start 2022 than with a great plan that can set you up for the new year and beyond.

Stephen Sondheim Leaves Rights to His Works to a Trust - The New York Times

The plan for handling Sondheim's assets is described in a probate ... said reliance on a revocable trust was a common estate planning technique.

Milford Library offers February programs

Milford Library will offer an estate planning program in February ... we are offering the Heirloom Estate and Legacy Preservation program in a ...

Dupaco, First Community Trust offer free estate webinar | Galena Gazette

... Feb 16, from 5:30-6:30 p.m. on the topic of estate planning. ... The Galena Gazette is providing all of its news stories and photos of the ...