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

Pencil in time for ag workshops this winter

As hunting season winds down and winter sets in, agriculture association meetings and educational programs become part of the normal routine for ...

Norwood Financial Cp (NASDAQ:NWFL) Sees Heavy Trading Volume with 16K Shares Changing ...

... provides estate planning, investment management and financial planning ... Receive News & Ratings Via Email - Enter your email address below to ...

Archdiocesan news briefs

There also will be presentations on Catholic funeral and cemetery planning, advance directives and estate planning and charitable legacy planning.

Solomon, Dwiggins & Freer Recognized as Top Tier Firm in 2018 US News – Best Lawyers® “Best ...

Solomon Dwiggins & Freer, Ltd. serves as a Las Vegas-based law firm dedicated to representing clients throughout Nevada in estate and trust matters. The firm handles a wide range of legal issues involving trust and estate litigation, trust and estate administration, estate planning, asset protection, ...

Kansas City wealth advisor takes majority stake in Colorado financial-planning firm

... risk management, trust and estate planning, tax planning, retirement plan services, investment banking, valuation advisory and forensic accounting.