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

Learn how to include Westfield Library in your estate planning - Hamilton County Reporter

I've received a few just like the one pictured. Sports · News, Sports · Sheridan High School athletic department earns three awards · Sports ...

Financial Planning Software Market {2023-2030} Latest Research Report - Benzinga

... News and Policies by Regions 4.7.1 Financial Planning Software Industry News 4.7.2 Financial Planning Software Industry Policies 5 Global Financial ...

Avoid Financial Disaster by Making These 12 Money Decisions After Marriage

Date Night No. 10: Estate Planning — Because YOLO. This date night is ... Sign up for our daily newsletter for the latest financial news and trending ...

5 Ways Bay Area Financial Advisors Can Transform Your Financial Future - MITechNews

Estate Planning to Preserve Your Legacy. Leaving a lasting legacy ... Founder of Michigan News Network, and serves as CEO, as well as Editor ...

What Is an Irrevocable Trust? | The Motley Fool

An irrevocable trust is a trust that the grantor can't change. Learn when this estate-planning tool makes sense ... news and high-quality insights ...