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

Venable Nabs Ex-Holland & Knight Partner For Tax Practice

Venable LLP announced that an attorney experienced in the tax aspects of estate and succession planning has joined the firm as a partner and chair ...

Should new Florida residents update their out-of-state estate planning documents?| Estate, Trust ...

Should new Florida residents update their out-of-state estate planning ... You have estate planning documents prepared in the state of your former ... Coast Newspapers and downloadable on our website under the In-The-News tab.

Senator wants Gov't to tackle titling issues for 'dead lef' properties

But, estate planning helps to reduce the time and money spent on resolving 'dead lef' property, and gives s peace of mind to prolong our lives.

Research Report Explores the in-Depth Assessment of Trust Wealth Management Market Focusing ...

... the needs of the wealthy by managing their property, developing and implementing tax planning, financial planning, and estate planning strategies.

CSU Extension to hold estate planning workshop in Craig

CRAIG — CSU Extension's Leaving a Lasting Legacy farm and ranch succession and estate planning workshop will be held in from noon to 5 p.m. ...