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

Consumer Reports: Plan for peace of mind with a digital estate - WISN 12

... estate planning, but there's also 'digital estate planning.' Consumer ... WISN Channel 12 Milwaukee. Hearst Television logo. Contact Us · News Team ...

Consumer Reports: Plan for peace of mind with a digital estate - YouTube

Creating a digital estate plan can help loved ones navigate what to ... news and weather visit: https://www.wisn.com/ For licensing inquiries ...

KLA Cadets Learn About Community Wealth And Legacy - Times-Union

Together, they offered an in-depth look at how philanthropy, charitable giving and estate planning work together to create lasting impact in Kosciusko ...

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... Planning · Active Management ... OpenAI, Broadcom Sign 10-Gigawatt Pact for Chips, Networking. by Dina Bass, Shirin Ghaffary of Bloomberg News ...

SSR Law Offices Expands Trusted Estate Planning, Probate, - openPR.com

... Estate Planning, Probate, and Elder Law Services in Troy, Michigan here. Delete press release. Edit press release. News-ID: 4221609 • Views: 8. More ...