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

Law firm offers cost free last will and testament for vets

"We understand that estate planning can be an uncomfortable and ... size of an estate," stated United States Army veteran and attorney Todd Hooker.

Money Talks – Tariffs and Your Portfolio

Certified financial planner Chad Olivier explains what the recent changes in US-China economic relations might mean for your investment portfolio.

End of life decisions rely on advance directives

Dear Mr. Premack: My wife and I have current estate planning documents including a directive to physicians and a medical power of attorney. We are ...

'Trusted' professionals are targeting older Americans

Mr.Williams, then 78, called American Family Legal Services, the firm he thought had helped them with estate planning in the past, to update their trust.

Schulte Beats Legal Malpractice Suit Tied to Postnuptial Agreement Drafted by Partner

The lawsuit against Schulte and Susan Frunzi, a partner who concentrates on estate planning, among other areas, was lodged in 2018 by Jordan ...