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

Financial Gravity Oversubscribes First Class of Tax Operating System® Users

Financial Gravity's Tax Master Network (TMN) subsidiary has changed how tax professionals deliver planning services by giving them training, tools, ...

Mile High Estate Planning - August 5, 2020

Call 720.924.6171 to learn how Blake and his team can help you make the right estate planning decisions. Author: 9news.com. Published: 1:18 PM MDT ...

Estate planning company offers Ontario education workers free wills ahead of September

Hewson told Global News on Tuesday, the promotion is not intended as a publicity ... We regard estate planning as responsible financial planning.”.

Mercer Advisors Acquires Summit Wealth Advisors, Inc.

Summit specializes in holistic financial planning including asset ... to their clients through Mercer Advisors' in-house estate planning attorneys and tax ...

Gentreo Announces New Tools to Mitigate Risks for College Students Returning to Campus During ...

5, 2020 /PRNewswire/ -- Gentreo, a leading digital estate planning company, announced today it launched the Gentreo College COVID Young Adult ...