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

Same-sex marriage estate planning picks up after Supreme Court Roe ruling

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Farms, families often suffer without estate planning - Brownfield Ag News

An estate and succession planning expert says not developing a farm transition plan is often difficult for survivors and the farm operation.

Washington state's Democrats start planning in wake of Roe v Wade overturn - KUOW

Why you can trust KUOW news. Local democratic leaders are laying out their strategy to secure abortion rights in the wake of the recent Supreme ...

3 Key Tips For Receiving The Best Tax Benefits From Your Donations In Retirement And Beyond

My recommendation is that you contact an estate-planning professional to ... The great news is that even after you make the gift, you can control ...

Are Online Wills Legal? - FindLaw

But when it comes to wills or other important estate planning documents, people are skeptical about doing it over the internet.