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

Partner Announcement - Isaac Wiles Burkholder & Teetor LLC

John Perkins, Partner - Business, Tax and Real Estate ... William Browning, Partner - Estate Planning, Elder Law and Special Needs Planning

Partner Announcement - Isaac Wiles Burkholder & Teetor LLC

William Browning, Partner - Estate Planning, Elder Law and Special Needs ... He also handles traditional estate planning as most of the families he ...

Attorney Marty Fogarty Interviewed Online Regarding When to Start Inheritance Planning

In a recent interview with AskTheLawyers.com™, probate attorney Marty Fogarty urged everyone over age 18 to start taking some basic estate ...

Grant to fund workshops on conservation-based forest land estate planning

UNIVERSITY PARK, Pa. — A Penn State project aimed at advancing conservation-based estate planning for forest landowners in two key regions of ...

Callahan Financial Planning Opens 2nd Nebraska Financial Advisory Practice in Lincoln, NE

LINCOLN, Neb., Dec. 10, 2019 /PRNewswire/ -- Callahan Financial Planning, a special form of financial planning and investment advisory company, ...