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

The Estate Plan Webinars Teach Legacy Protection - Digital Journal

The goal of these sessions is to simplify the complex world of estate planning and help people secure their financial futures. ... Sitemaps: XML / News.

Streets of Hope to raise funds for Day by Day Shelter and more in Oshkosh's weekly dose

News Across the U.S.. Access the digital replica of USA TODAY and more than ... A series of Estate Planning Workshops, led by attorney Aaron Haller ...

PrimeTime | Estate Planning Update | Season 2023 | Episode 3133 - PBS

... Financial) & Troy Kiefer (Attorney| Beers Mallers LLP). This area's only in-depth, live, weekly news, analysis and cultural update forum ...

HOA Q&A: What are options when common area renovations become pricey? - TCPalm

... estate law, litigation, estate planning and business law. Q: My ... News Across the U.S.. Access the digital replica of USA TODAY and more than 200 ...

4 questions to ask aging parents about their finances - Marshall Independent

... financial and estate planning materials. Contact information for their financial adviser, tax professional, estate planner and lawyer is a great ...