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

Estate planning: Farmers must pass down wisdom as well as land - Farm Progress

It's unlike the sort of thing you see in the news. In the nature of my work, my clients need to talk pretty openly about their family. Their children, ...

Forward Financial Helps Families Prepare for the Emotional and Financial Reality of an $84 ...

... financial confidence. Inheritance planning is rarely just about money” ... news content “as is” without warranty of any kind. We do not accept any ...

Your Mortgage Is Finally Paid Off. Now What? - Realtor.com

Lastly, think about estate planning—specifically with your home. “You ... Real Estate News · Housing Trends · Celebrity Real Estate · Unique Homes ...

Building momentum — with Lonniece McDonald - Insurance News | InsuranceNewsNet

McDonald's interest in saving money and helping others led her to a career in financial services. She is a wealth planner at a wealth advisory firm ...

4 costly financial pitfalls that hit grieving spouses and the smart steps you can take now to ...

... news every Monday through Friday morning. This article originally ... Estate planning essentials: Nearly 60% of people have encountered ...