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
Hayden Panettiere's Daughter Kaya Likely to Inherit Estate Despite Full Custody TransferKlitschko has no surviving-spouse status in the estate, placing Kaya at the center of the inheritance question if no estate plan directs the assets ...
The great farming transition is on the horizon and farm families should be preparedErin Herbold-Swalwell spoke about farm estate and succession planning at Minnesota Farmfest. Photo taken Aug. 4, 2026, in Morgan, Minnesota. Emily ...
Library to host free legal talk on wills and estate planning - Live 5 NewsThe event, called Law Talk: Wills, Probate, and Estate Planning, will be held at Moncks Corner Library, located at 1003 Highway 52.
Tulsa Pension & Social Security Benefit Coordination: Advisory Service Expanded... estate planning to reduce lifetime tax burden while preserving capital. ... Find News News. GO. Click to visit ...
Brinkley Walser Stoner wins "Best Law Firm" Award — DavidsonLocal.com... News · Business · CORRECTION · COVID · Cancer Services · Candidates · Caught ... Elder law matters, estate planning, and real estate transactions all ...
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