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

When Family Law Rights Conflict with Guardianship Standing - JD Supra

News & Insights. Popular; Labor & Employment · Finance & Banking · Intellectual ... Estate Planning. + Follow x Following x Following - Unfollow.

Income Lab Expands Full Life-Cycle Financial Planning - Wealth Management

Wealth Planning · Financial Planning · Industry News & Trends · News. Income Lab Broadens Planning Tools. Income Lab now offers college funding, ...

Make The Most Of Your Giving: Charitable Planning Strategies For Year-End 2026

News & Insights. Popular; Labor & Employment · Finance & Banking ... Your Collection Deserves a Plan: Estate Planning for the Car Enthusiast ...

Free estate planning services available to Lucas County veterans - Yahoo

Lucas County veterans will have an opportunity to prepare estate planning documents at no cost during an event on Friday, Nov. ... ABC News · US envoys ...

Estate planning provider Luminary raises $22M - Investment News

Subsequent generations of financial planning software have expanded on that formula, from detailed cash flow-based tools like NaviPlan and MoneyTree ...