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

Fractions aren't enough of an answer to divisions | TechCrunch

... a fresh human-first take on this week's startup news and trends. ... Let's talk about estate planning (partially because the topic is core to ...

Liz Weston: When a will won't work - The Lima News

If your spouse is willing to be disinherited, consult an experienced estate planning attorney for help drafting the appropriate documents.

Inheritance tax: Parents may be charged by IHT if their children give gifts early - Brinkwire

However, as more people leave money to their families before dying, they may unintentionally be stepping into a costly estate planning blunder.

Umaro Darame, Bio, Age and more | Pro News Report

More on Pronewsreport: Umaro Darame, Bio, Age and more · Divorce Attorney in Michigan announces Estate Planning Tips workshop · NIinjanft Marketplace ...

Clontarf Golf Club given offer to relocate to Haughey estate under housing plan - The Irish Times

10 Tesla forgoes €1.14 billion in State subsidies for German battery factory · Real news has value SUBSCRIBE.