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.

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Ed Van Alst sworn in as new Wexford County probate judge

Since 2002, Van Alst has been in private practice in Cadillac, focusing on estate planning, Medicaid planning, estate and trust administration, guardianships, conservatorship, real estate, business formation, adoption, divorce and other general matters. He also served many of the area's most vulnerable ...

Aiken Planning Commission spikes subdivision plans for Two Trees estate

The Aiken Planning Commission rejected two owners' plans to subdivide their large, historic property in the horse district northeast of Hopelands Gardens on Dec. 12. The plan faced intense scrutiny and resistance from neighbors and the equine community. The owners of the estate known as Two Trees ...

California Estate Planning and Probate Paralegal

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Heritage Financial Planning Named Finalist for “Best Lifestyle Firm”

15, 2017 — Heritage Financial Planning, a Fee-Only Financial Planning firm with a new office in Atlanta, Georgia, has been named as one of four ... a Services Provided section, a Frequently Asked Questions section and educational sections for financial topics such as Investments, Estate Planning, ...

Heritage Financial Planning Named Finalist for "Best Lifestyle Firm"

15, 2017 /PRNewswire/ -- Heritage Financial Planning, a Fee-Only Financial Planning firm with a new office in Atlanta, Georgia, has been named as ... a Services Provided section, a Frequently Asked Questions section and educational sections for financial topics such as Investments, Estate Planning, ...