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

Tips for women to surmount financial planning - Whittier Daily News

Factors include caregiving for children and elderly parents, divorce, gender pay gaps and lack of financial literacy. Unfortunately, the outcome may ...

Estate Planning: Grieve, and then start - The Times of Northwest Indiana

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Law and Library Association holds a “Wills for Heroes” clinic - The Citizens' Voice

Attorney volunteers drafted over 100 free basic estate planning documents at the annual event. ... We'll send breaking news and news alerts to ...

Lowe: in the middle with you - Glen Rose Reporter

Reed: Estate planning when owning out-of-state property. Other News. EST. GLEN ROSE 1926 TEXAS · Ansell: When strength comes running. July 20, 2024.

Amex Says It's Going on Marketing Spree as Billings Growth Slows - Advisor Perspectives

Amex Says It's Going on Marketing Spree as Billings Growth Slows. by Paige Smith, Jenny Surane of Bloomberg News, 7/20/24 ... warned it's planning to ...