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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

The Problem With Precision In Financial Planning - Forbes

Because over-engineered financial planning has the effect of creating a presumption of precision, an overconfidence in the proverbial Plan A that ...

Dreaded words: I told you so - Agweek | #1 source for agriculture news, farming, markets

No one likes to hear "I told you so" in any situation, and that includes farm estate planning, Myron Friesen says.

Kelly Kaczmarcyzk earns CFP designation - Delaware State News

Blue Rock Financial Group specializes in fee-based financial planning to business owners and individuals. The company also provides advising on ...

Lessons I Learned From Being The Estate Executor For My Parents | Seeking Alpha

In this article, I discuss steps executors need to be aware of and important pieces to a person's estate plan. Check out the 4 important lessons I ...

Young Hondurans leave their country behind to find a future abroad - News Nation USA

How to avoid this and other estate-planning mistakes · News Analysis: 'Gun pointed to Ukraine's head.' Blinken, ahead of talks, warns Russia ...