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

How going independent has changed during a pandemic

Nevertheless, financial advisors haven't stopped making drastic career ... To help meet new clients, Brennan has been calling up estate planning ...

Treasury Partners Founder Richard Saperstein Named to the 2021 Barron's Top 100 Financial ...

Mr. Saperstein and his team at Treasury Partners provide a variety of services for clients, including wealth management, financial planning, estate ...

Live well, be well, do well

Attorney Virginia Hammerle, founder of Hammerle Finley Law Firm in North Dallas, has over 35 years of experience in estate planning — a process that ...

Members Trust Company Wins 3 Prestigious Diamond Awards from CUNA Councils

... help our credit union partners educate their members about complex and essential topics like estate planning and investments," said Andrea Valdez ...

What Happens To Your Mortgage Debt When You Die?

The owner also has a say, as long as they do some basic estate planning—like creating a will or trust, designating beneficiaries and possibly buying a ...