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

IT PAYS TO KNOW: Split an Estate Without Dividing Siblings - Rafu Shimpo

However, with some careful planning by the parents, sibling disputes and family division can be avoided. “I love all my children equally,” you might ...

Estate Planning: California's more generous homestead exemption - Lake County News

In 2021, California significantly increased the protection under the “homestead exemption” and the “homestead declaration.”

Money Wisdom: Estate Planning - WTNH.com

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You need estate planning too: National Estate Planning Week | News | grandrapidsmn.com

Have you been thinking about your own legacy and how you can make a difference to a loved one or a charity? National Estate Planning Awareness ...

UT Extension offers Farmland Legacy webinar series | Business | thedailytimes.com

9 and will feature nationally prominent speakers on farm transitioning. Webinar topics include family communication, business and estate planning, ...