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 Lawyer Yana Feldman Releases Comprehensive - openPR.com

News-ID: 3481807 • Views: 1. More Releases from ABNewswire. Moo Moo Dumpsters Announces Expansion, Offering Roll-Off Rentals in New Regions. 05-01 ...

Upcoming changes to the capital gains inclusion rate: Planning opportunities to reduce the ...

Real property: Taxpayers that own real estate ... Prospective estate planning: Individuals contemplating or undertaking estate ... News, analysis and ...

OPM Acts to Improve Privacy in Benefits Communications - FEDweek

Armed Forces News · Get it to your Inbox. More. Military ... Financial & Estate Planning · Weighing the Pros ... Armed Forces News · Retirement & ...

Protecting What Matters: Estate Planning Workshop (Shoup Legal) | Murrieta, CA Patch

Monday May 6, 2024: This FREE workshop will help you discover what you need for your estate plan. What You Will Learn In This...

Elect Birch For Judge - Warsaw Times-Union

My practice has included many complex commercial and estate planning transactions. I opened my law practice in Warsaw 43 years ago. That is my ...