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

Pay on Death, Transfer on Death, Death Beneficiaries… What is the right way to ensure your ...

Bank accounts and brokerage or investment accounts may be the most overlooked part of most people's estate planning. There are some simple ways ...

How to pick the right trust for your farm estate plan

... estate planning tools: ... Learn more at See more from Curt Ferguson. Subscribe to receive top agriculture news.

Moreillon and Steele: Complex estate planning: Managing the intangibles - The Indiana Lawyer

Estate planning seeks to provide for family members, protect assets, avoid probate, minimize tax consequences and reduce legal headaches.

Argentine Township appoints new clerk | News for Fenton, Linden, Holly MI |

... estate planning goals. I'm interested in more information about this offer: Estate Planning | Wills | Trusts | Power of Attorney | Bankruptcy. Send ...

Column: Setting the stage for retirement | Opinion |

Estate planning documents can include a will, trust, power of attorney ... Send us your news, photos, and videos and let us know what's going on!