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

Charles Palmer Lamb

He then graduated from Michigan State University and Wayne State University Law School and worked as a tax and estate planning attorney and CPA ...

Where does the SECURE Act stand?

News outlets focused on two big pieces: the elimination of the stretch IRA and ... Many attorneys have used these trusts as a one-size-fits-all estate planning tool, ... the bill would fundamentally change retirement and estate planning.

Prince Lobel to merge with startup-focused Boston law firm

In addition to working with software, cloud services, life sciences and other tech startups, the lawyers handle tax and estate planning as well as other ...

Main Street Capital Co. (NYSE:MAIN) Announces $0.24 Dividend

Receive News & Ratings Via Email - Enter your email address below to ... of the latest news and analysts' ratings with's FREE daily email ... business expansion capital, growth financings, family estate planning, and ...

Terre Haute Humane Society establishes endowment fund

Additionally, the endowment will provide an excellent vehicle for estate planning for donors who wish to ensure their generosity will provide benefit ...