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

The Law: Electronic wills are coming but are they a good idea?

The new law will allow the signing of wills (and some other specific types of estate planning documents) to be completed 100% electronically online.

Retirement Report: Essential Documents For Estate Planning P.1

On today's Retirement Report, Hank Parrott is joined by attorney Jack McCann to discuss estate planning and the importance of having the right ...

2019 Intergenerational Wealth Transfer Study: Seizing the HNW Opportunity - Over the Next 10 ...

Involving the next generation in the estate planning process is the most effective means of retention. Ethical investments, social media, and digital ...

Chemical Financial Corp (NASDAQ:CHFC) 2019 Q1 Sentiment Report

Also, the number of investment managers holding Chemical Financial Corp in ... Chemical Financial Corporation operates as a financial holding firm of ... and custodial services; financial and estate planning; and retirement and ... interesting news about Chemical Financial Corporation (NASDAQ:CHFC) ...

Sarver Vrooman Team Declares Their Independence After 20 Years in Operation

... and external partners to address the needs of their clients, such as estate planning attorneys, accountants, health insurance experts, and others.