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

Estate plans will need more than just a will - The Woodstock Independent

When I write or speak about estate planning, I spend little time talking about wills. How can I neglect that topic? Isn't a will the most critical ...

'Wills for Heroes' event set for June 4 at LCCC - Yahoo News

Pedri said any first responder or veteran and their spouse is eligible to receive free estate planning services at the event from volunteer ...

Nine-Step Estate Plans for Entrepreneurial, Creative and Easily Distracted Clients

Estate planning can be too long and tedious for clients to understand, follow and execute. In order to help those who are too busy or too ...

Building a Comprehensive Financial Plan | Nasdaq

A Comprehensive Financial Plan Includes these Elements · Assets · Cash Flow Analysis · College Planning · Debt Evaluation · End-of-Life Preparation ...

Financial Expert Tony Jackson Shows You How to “Increase, Protect and Dominate Your ...

Financial expert and author Tony Jackson. #News ... but in a world where access to credit and financial planning is critical to building any sort ...