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

: Unraveling the New Path for Estate Planning, Now Available to Guide Advisors on the Digital ...

In her book, Sharon discusses how today's executor is a digital executor and that the estate planning industry must understand and prepare for the ...

Digital Executor®: Unraveling the New Path for Estate Planning, Now Available to Guide Advisors ...

“We will need the same spectrum of estate planning choices for digital assets ... .com:https://www.businesswire.com/news/home/20210616005188/en/.

All About Trust Discusses Why You Should Choose an Online Estate Plan Solution.

The industry still relied on recent grads doing manual work like combing through blogs and local news reports, and on security industry veterans with ...

All About Trust Discusses Why You Should Choose an Online Estate Plan Solution.

The report is available for viewing in full at https://allabouttrust.net/our-blog#. /EIN News/ -- American Fork, Utah, United States, June 16, 2021 (GLOBE ...

TCF Financial Corporation – Consensus Indicates Potential -2.7% Downside

TCF Financial Corporation with ticker code (TCF) now have 14 analysts covering the ... trust, and financial and estate planning services; retirement planning and employee ... Good news travels fast (but only if you make that happen):.