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

Top 20 Insider Tips for Becoming a Successful Financial Advisor - US News Money

What financial advisors wish they'd known before they started their ... Real estate agent or finance advisor doing a meeting with couple at home.

News and analysis for those planning for or living in retirement - MarketWatch

Estate planning must include digital assets, such as social media accounts, copyrighted material and blogs. Not happy with your Medicare Advantage ...

Mega Millions' jackpot is $421 million. What to do if you land that windfall - CNBC

3 key reasons to keep your will or estate plan updated ... It's also worth sharing the exciting news with as few people as possible.

Financial advice through (your) ages, part I - Post Bulletin

Building wealth: diversification of investments. 4. Estate planning and preservation of assets. 5. Retirement.” (Heather Donovan, Sterling State Bank).

Young Ag Couples Conference provides advice for success in agriculture | TSLN.com

By Rebecca Colnar for Tri-State Livestock News ... “She's passionate about estate planning and points out different scenarios we haven't thought ...