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

25 Financial Moves to Consider Before December 31 - Kiplinger

... news. However, fixating on the ... This is typically done to avoid a potentially more onerous tax liability later or for estate planning reasons.

Conversations with family, friends are critical to estate planning - Star Tribune

Your will, estate plan and end-of-life wishes will communicate to your loved ones what to do with your assets after your death.

Legal-Ease: IRS announces increased gift and estate tax numbers for 2025 - LimaOhio.com

Lima News · E-Edition ... She limits her practice to business, real estate, estate planning and agriculture issues in northwest Ohio.

Financial moves to mull with year winding down - Boerne Star

BREAKING NEWS. Greyhounds win shootout with CC Miller, 65-50, advance ... estate-planning documents to reflect your new situation. It's also ...

Fair isn't same as equal when dividing estate | Features | thenewsenterprise.com

A common question asked in estate planning is how to divide an estate fairly among beneficiaries ... News · Sports · Opinion · Business · Life · Local ...