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

Free estate planning workshops planned for end of month | Community Living

... is hosting two free estate planning workshops, one from 1 to 3 p.m. Tuesday, Aug. ... SENIOR NEWS LINE: Is another COVID winter around corner?

Colorado millennials, Gen Z question saving money for a future that looks so bleak

Financial planning? Passé for millennial Gena Ozols. The 33-year-old's retirement plans rest firmly in the skeletal hands of the Grim Reaper.

Trusts – What Is The Hype? - Wills/ Intestacy/ Estate Planning - United States - Mondaq

Here are several strategies that can help you achieve your estate planning goals. Protecting assets from creditors. A trust can be a great way to ...

How advisers can stop family members from fleecing elderly relatives - InvestmentNews

Financial elder abuse has cost victims at least $2.9 billion last year ... “Having a financial plan in place and updated periodically is very ...

[Ongoing Program] 2022 Trust & Estate Controversy Forum - Day 2 - September 22nd, 9:00 am

COVERING: · Beneficiaries · Continuing Legal Education · Estate Claims · Estate Planning · Fiduciary · Trust Administration · Trust Distributions · Trustees.