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

Long Legal Battle Over Prince's $156 Million Estate Comes To An End - YouTube

Starting next month, the money will be equally divided among a music company and the three oldest of Prince's heirs. Tina Patel reports.

SENIOR SIGNALS: The overwhelming burden of early-onset Alzheimer's - The Bristol Press

A power of attorney is the most important estate planning document for someone who has been diagnosed with Alzheimer's disease or some other form ...

Fighting substance abuse after the holidays - Rio Rancho Observer

... gatherings with alcohol, according to a news release from Narconon. ... PreviousFree estate planning, probate and institutional Medicaid ...

Writing contest seeks student entries about protecting the environment - Rio Rancho Observer

Home » News » Writing contest seeks student entries about protecting the ... NextFree estate planning, probate and institutional Medicaid workshop ...

Cuyahoga Inmate Dies In Jail + Metroparks 2022 Trail Challenge | Cleveland, OH Patch

... for supporting local news! Events: 2022 Cuyahoga County Solar Co-op Online Info Session (January 20); Estate Planning Webinar (January 24) ...