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

How to avoid challenges to a will or a trust

Estate planning documents such as a will or trust can be challenged by a dissatisfied family member after the creator's death. If a challenge is ...

Financial Focus: Even 'singles' need estate plans

If you don't have a spouse or children, you might think you don't need to do much estate planning. But if you have any assets, any familial connections, ...

Saturday Morning Extra: Goldstone Financial Group – Learn more about Retirement Tax Analysis

Goldstone focuses on building a holistic investment plan which includes; Investment Planning, Income Planning, Tax Planning, Healthcare Planning ...

Legal-Ease: What assets are safe from creditors?

Lee R. Schroeder is an Ohio licensed attorney at Schroeder Law LLC in Putnam County. He limits his practice to business, real estate, estate planning ...

UAE: Who will own your cryptocurrency after you die?

I plan to explore more and make my cryptos more safe and secure and also let ... When including digitally held assets in an estate planning instrument, ...