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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

What Americans Want to Leave Behind Is Changing. LegacyGuard - openPR.com

LegacyGuard CEO Samantha Halvorson says that changes how families should think about estate planning. COLUMBUS, OHIO, USA - August 31, 2026 - Ask ...

CAPITAL IDEAS: Are Roth IRA conversions the best way to reduce your lifetime tax burden?

Estate planning is another reason. Most non-spouse beneficiaries must ... BUSINESS BRIEFS August 3, 2026: Business news in the Berkshires and beyond.

City National Bank Appoints Two Leaders to Expand Private Bank and Wealth Management

... estate planning.” Roennfeldt joins City National from PNC Private Bank ... News · Womble Expands Corporate & Securities Bench in Phoenix · August ...

Livingston County SWCD will host Women in Ag meeting to discuss leasing, succession

The featured speaker will be Mary Ludwig, a local attorney who specializes in agricultural law and estate planning. Ludwig grew up farming her ...

Why Turning 40 Is A Financial Wake-Up Call For Single Professionals - Forbes

Breaking News · White House Watch · Daily Cover Stories · Forbes ... Planning for incapacity or death: engage a qualified estate planning attorney.