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

Dec 5 | Estate Planning Explained | Lisle, IL Patch

Tuesday December 5, 2023: Jigar Doshi, CRPC, of Bentron Financial Group, will discuss what is necessary to begin the estate planning process....

Farm Transitions Conference 'Sowing Success" to be Held in Ames Feb. 8 - 9, 2024 - Decorah News

8, will focus on transition planning, and the second day will focus on estate planning. Kitt Tovar Jensen, manager of the Beginning Farmer Center ...

Estate Planning: Special Advertising Section - SBN - Smart Business Magazine

Estate Planning Council of Cleveland members from a variety of ... Stay up-to-date with local business news and networking events from Smart Business.

2023 Year-End Planning Checklist - FORVIS

News Release. FORVIS honors Ling Zhang and Casey Potts as ... Evaluate the important role trusts can play in estate, tax, and financial planning.

Lawyers on Call: Winter weather condition injuries - WBNG

Lawyers on Call:  ...