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

See news about accelerated EMT program, new seafood restaurant, virtual job fair - The Advocate

Topics will include estate planning tips and tools such as wills, trusts and retirement accounts. Registration is free. Visit to ...

Your money questions answered | Retirement lump sum to settle debt; transfer fees - News24

During the week of October 4, the Financial Planning Institute will be holding Financial Planning Week and many financial planners will be offering pro bono ...

Rocky Mountain Elder Law makes a move to Lakewood, Colorado - Prime Time For Seniors

My services range from proactive planning, such as estate planning and Medicaid planning, to services you only call on when you need them, like estate ...

Your will and beyond | The Manila Times

The Philippines culture on issue "Estate Planning" has been wrongly ... We've witnessed in the news; prominent family battles their way in court to assert ...

Michigan's first 'Death Cafe' opens in Grand Rapids - Huron Daily Tribune

The next event is focused on estate planning and is scheduled to take place on Oct. 26 at 6 p.m. More information on the event can be found on The Mortals' ...