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

More Mask Protests Against Lakewood Schools + Football Rankings

(Cleveland 19 News); Youth theater season kicks off at the Beck Center for the ... Estate Planning Lunch Seminar (October 22); Add your event.

Napa County considers limiting house size in ag preserve

Some see the concept as a way to keep estate homes from gobbling up ... Planning, Building and Environmental Services Director David Morrison ...

Health Matters 10/20/21 | Health | leadertelegram.com

1 in Eau Claire to learn about self-care, managing stress, senior care, estate planning and more, the college announced in a news release.

Community Calendar | Features | thenewsenterprise.com

Avoid the 7 Threats to Your Estate Plan and Assets workshop, 10:30 a.m. Oct. 29, online or at Kentucky Estate Planning, 108 E. Poplar St., E'town.

Trick-Or-Treat For Strongsville Boy Battling Cancer + Issue 61

It's the middle of the week and we've got the news you need to power through. ... Estate Planning Lunch Seminar (October 22); Add your event ...