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 To Close The Generational Wealth Gap - Financial Advisor Magazine

Williams: Freeman Capital offers a suite of financial planning tools designed from the ground up for underserved communities. We help customers close ...

St. Francis Foundation welcomes 2 new board members - Nodaway News

Henry opened her law practice, Taryn Henry, P.C., in 2014 in Maryville, and she practices an array of areas including estate planning, ...

Heidman Law Firm announces four new associate attorneys - Sioux City Journal

... practicing in the areas of estate planning, wills & trusts, probate, real estate, business law, family law, and agricultural law.

Ag Estate Planning in Montana | 5803 - YouTube

Montana's land values have increased dramatically in recent years, making estate planning more important than ever. Marcia Goetting, MSU economist ...

Fire damages Mark Wahlberg's childhood home in Boston - Connecticut Post

The Best Estate Planning Attorneys in CT · Shopping The Best Roofers in Connecticut ... estimated damage to the buildings at $2 million. More News.