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

Estate Planning Strategies to Consider as Election Nears - Kiplinger

... news and offers from other Future brands. Receive email from us on behalf of our trusted partners or sponsors. By submitting your information you ...

Program On Estate Planning Set For YCL | Life -

Bring yourself peace of mind by planning with purpose. The Yankton Community Library (YCL) will be hosting Estate Planning 101 with Shelia ...

Beware of scams targeting elders and seek licensed attorneys - Crossroads Today

Personal Consultation: Do not purchase estate planning services over the phone or internet. ... Latest News · Mixed reactions emerge as Biden backs ...

Estate Planning Seminar at Eastport-Annapolis Neck Community Library - Patch

Monday July 29, 2024: Helping Protect Your Estate Assets and Avoid Unintended Consequences Why you should attend this seminar: PRE...

Top three mistakes you make when it comes to real estate and estate planning - WGN Radio

... estate and estate planning. For more information, call 630 ... News, Talk, Sports, Traffic, Weather, Business, Blackhawks hockey ...