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

A 65-year-old with $3 million and no family wants to skip making a will - Yahoo Finance

... estate planning attorney and cofounder of Modern Legacy Law Group, told Moneywise. ... Mortgages Credit Cards Sectors Crypto Heatmap Financial News.

No will? The state decides who gets your money - Moneywise

Follow us on Google for more Moneywise news. Add us on ... estate planning attorney and cofounder of Modern Legacy Law Group, told Moneywise.

Location, location, location | The Greenville News | PressReader

It's important to consider geography while mapping out your finances, estate planning attorneys say. State laws vary widely when it comes to estate ...

Lamson Dugan & Murray LLP - Omaha World-Herald

Halbrook practices from LDM's West Des Moines office, practicing primarily in the areas of estate planning and corporate law. ... Get local news ...

EP Wealth Appoints John McConnell CFO And Promotes Erin Voisin To Chief Client ...

... financial planning, tax planning, and estate planning services. The ... Pulse 2.0 focuses on business news, profiles, and deal flow coverage.