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

County cop turned city's youngest funeral director

Since most people don't like talking about death, Henry is exploring having seminars to help families and individuals with pre-needs and estate planning. With his years in law enforcement and the funeral business, Henry has seen a lot. With St. Louis coming off a violent 2017 with 205 homicides, Henry ...

Islamic legacy planning – evolution or revolution?

His answer was that investment behaviour and estate planning are still far from optimal. “The typical behaviour ... “The good news,” he noted, “is that we will find receptive clients: some 70% say they are receptive to thinking about these legacy matters and the tools to achieve their wealth transition goals.”.

Wealth protection and succession solutions for wealth families

Black advised the audience: “Our private client services include structuring, establishment and administration of trusts, foundations, funds and corporate vehicles for the purposes of estate planning, succession planning, wealth protection and philanthropic endeavours.” Asiaciti Trust offers this broad ...

An inexpensive lawyer in the suburbs is fine for smaller estates

It seems as though the most experienced attorneys are downtown in tall office buildings with equally tall price tags while the suburbs get the new graduates, the generalists or the estate planning attorneys who didn't make it in the big leagues. Can you recommend a referral source that will actually ...