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

Hurry To Register For Women In Agriculture Program

... or an estate plan, or if you wished you knew more about marketing your cattle or crops, then she says you are a perfect candidate for Annie's Project.

McGrath North Attorneys

Jonathan Grob, a co-practice group leader, assists clients with tax planning, estate planning and business succession matters, as well as offering ...

From pro athletes to Microsoft: Can niches pay off for these 4 RIAs?

For financial advisors in a crowded market, standing out is always good. Being a ... Tax and estate planning for ball players — along with any basic ...