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

There is help for senior citizens looking for end of life advice during pandemic

In the meantime, we are working creatively to serve our clients' estate planning needs." Cadillac News.

In times of crisis, organizing end-of-life documents with a workplace benefit

Everplans has been around for almost 10 years in the financial space. ... That ties in closely to estate planning, where we're helping families have the ...

What you can learn from successful family businesses

What does a good succession plan look like? Jabour: One shouldn't confuse succession planning with estate planning. It's different. Succession ...

Money Talks – The Federal Reserve and Interest Rates

Certified financial planner Chad Olivier explains why the Federal Reserve would lower interest rates. Copyright 2020 Nexstar Broadcasting, Inc. All ...

Pending Business: Grab an Oar

Chances are there is no page in your sales plan called “pandemic.” ... Legal-Estate Planning; Legal-Tax Law; Financial-New rules on loans ... People want to feel connected, provided with up-to-the-minute information and news/talk ...