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

Farmers' market shopping, estate planning: What's happening at Manitowoc library this week?

Grimes shared she is cancelling her upcoming Pride concert in Washington, D.C., in order to deal with what she described as “family issues.” E! News.

Naperville Central students win financial literacy competition; head to Atlanta for nationals June 1-2

... estate planning at the FinWell Hub website. “I am a strong believer in ... Daily Herald Media Group News · Privacy Policy · Terms of Service.

Ashton Thomas Private Wealth Welcomes New Team in San Francisco

... financial goals through informed investment, retirement and estate planning services, as well as asset allocation and charitable giving guidance.

June 14th – Estate Planning Seminar - VCY.org

Each day's news brings to light many tragic events. Sometimes it's a collision caused by a drunk driver, sometimes a storm event, or sometimes a ...

Celebrity Estates: Leon Spinks and First-Generation Wealth with George Stefanou

Explore estate planning challenges faced by first-generation millionaires, drawing insights from boxer Leon Spinks' financial journey and legacy.