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

Mercer announces two deals in as many days - InvestmentNews

... news that it had purchased Brighton Financial Planning, which operates in New Jersey and South Carolina. Paragon, which was founded in 2008 by ...

Farm Bureau Federation: Thanks Governor and legislators for Farmland Preservation ...

News. WisPolitics News · Around Wisconsin · Battleground Wisconsin · Election ... estate planning. Increase payments from $7.50 to $10 per acre for land ...

Sound Tax Advice From The Green Group As The Wire Approaches

This story was posted in Shared News and tagged estate planning, Horse Racing, John Wollenberg, Len Green, taxes and racehorses, thoroughbreds. We ...

Seven Financial Planning Stops to Put on Your Map to Financial Security | Nasdaq

At the core of every financial plan is estate planning. ... Sign up for Smart Investing to get the latest news, strategies and tips to help you invest ...

Steven Merrell, Financial Planning: Questions about inherited IRAs - Monterey Herald

Since the SECURE Act became law in 2020, a lot of confusion has surrounded required minimum distributions from inherited IRAs and other retirement ...