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

Your HSA may be a ticking tax bomb for certain heirs. How to defuse it - USA Today

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Wealth.com and AcquireUp Partner to Turn Estate Planning Seminars Into a Scalable ...

Partnership combines prospect acquisition, marketing enablement, and the leading estate planning technology to empower advisor engagement, ...

Vanilla Extends Estate Planning to Carson Group's Network of 600+ Advisors

Vanilla is the modern estate planning platform built for financial advisors. ... More News From Vanilla. Get RSS Feed. Vanilla Partners with Worthy to ...

Wealth.com And AcquireUp Team Up For Estate Planning Seminars

... news release. “This partnership equips advisors with content that performs and a proven approach to lead with estate planning and engage the next ...

Local attorney busts estate planning myths - Jackson County Pilot

Local attorney Ashley J.P. Schmit busted some common myths about estate planning during a special public presentation last week at the Jackson ...