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

Helen's Plan: The Sioux Falls startup simplifying estate planning

“In April of 2017, my mother passed away somewhat unexpectedly and I was left as the executor of the estate,” Helen's Plan founder Walter Portz said.

Creating an estate plan for your digital assets

It's important to plan for how you want them to be managed after you're gone. Los Altos resident Artie Green is a Certified Financial Planner and founder ...

May is National Elder Law Month

Martin Simpson has practiced Law for 16 and focuses his practice on elder law and estate planning. Simpson is a member of the National Academy of ...

8 ways to prepare for the Biden tax hike, according to the world's largest wealth manager

... Hayley Cuccinello reported that those advising the wealthy have received a flurry of calls from clients worried about their taxes and estate planning.

Biden Tax Rule Would Rip Billions From Big Fortunes at Death

Even some prominent estate planners say the provision -- enacted a century ago to avoid double taxation at a time when the estate tax had few ...