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

Nonprofits rely on planned giving efforts thanks to tax benefits - Cleveland Jewish News

Mlakar said, “It is wonderful if a donor wants to learn more about ways to leave to their favorite charities in their estate planning. Other options ...

Your Estate Planning Questions Answered | Economy & business |

Delivered daily. Open to all. On The Town. Hit the town with the latest news and events from The Frederick News-Post. Delivered ...

Benefits of having a will with Vaughan Poe & Bishop - FOX10 News

... Estate Planning and. ...

Avoid these estate-planning mistakes - La Vernia News

This article is provided by Lane D. Talbert, financial advisor with Edward Jones Investments in La Vernia. By the time you reach retirement age, ...

Financial Planner: Financial benefits and hurdles of charitable giving - Nebraska TV

Financial Planner: Financial benefits and hurdles of charitable giving. by NTV News ... estate planning or helping out charity or person. "Right now in ...