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

Community briefs - Northeast Herald

A free estate-planning seminar is set for Saturday, Feb. ... Cibolo attorney Cimarron Gilson will talk about the basics of estate planning, probate, ...

How a document could protect the financial future of a child with special needs

OKLAHOMA CITY (KOKH) — Raising a child with special needs means extra health, safety, and planning challenges that can be more stressful and ...

Legal News and Updates for January 2020: Law Firm Moves, Legal Industry Trends

Legal News and Updates for January 2020: Law Firm Moves, Legal Industry ... Fortis Law Partners will now offer legal guidance on estate planning ...

How Much Does Probate Cost? Real Estate Fees and Other Expenses

The overall cost of probate will vary depending on the estate's value. ... Erskine & Erskine, which handles estate planning and trust administration.

Out with the old Kirksville Aquatic Center, in with the new, eventually

City officials are now working to plan a new date for the ceremony. ... succession planning, estate planning, it's the nuts and bolts, it's the lawyers, the ...