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

Hybrid Practice Adds $100M to Triad Platform

Triad Advisors has recruited Tribe Financial Group, an Oregon-based hybrid practice ... investment advisor, Triad Hybrid Solutions, according to a news release. ... The firm specializes in financial planning, asset management, estate ...

Fifth Third teams up with Trust & Will for online estate planning

You are not logged in. Create a free account and get customized news,. alerts, and analysis about the stocks you follow. Already have an account?

Trust & Will and Fifth Third Bank Announce Strategic Relationship To Provide Estate Planning ...

The new relationship addresses the burgeoning need for accessible estate planning during COVID-19 and brings holistic financial health into focus ...

US Employees Report High Levels of Family Caregiving Challenges during Covid-19, Torchlight ...

... are reporting a steep increase in depression, eating disorders, and legal, financial and estate planning concerns of their elderly family members.

Wealthy Families Need More Than a Financial Succession Plan: They Need a Process

The head of a family will often have the technical structure in place for estate planning, a business sale or other types of major wealth events. If the rest ...