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

Pillsbury Welcomes Joseph Field as Estate Planning Senior Counsel

Pillsbury hires long-time estate planning attorney Joseph Field as Senior Counsel in its New York, Los Angeles and San Francisco offices.

Estate Planning Update

Estate Planning Update. 01/22/2018. By: John Lattourette and Lisa Nentwig. On December 22, 2017 President Donald Trump signed the tax reform bill entitled the Tax Cuts and Jobs Act, which made significant changes to the estate, gift and generation-skipping tax laws for years 2018 through 2025.

Help clients answer these estate planning questions

The new tax law could affect existing estate plans, so now is a good time to review documents with clients. Clients may need guidance in five areas, including the impact of the law on state-level estate taxes. Full Story: ,Next Avenue. Sign up for Financial Planning Digest. The latest news for CPA personal ...

OFA adds succession planning to member Benefit Program

Farm Life works with families across the province to build continuity of the farm through succession, transition and tax efficient estate plans. The company's mission is to keep farmers farming and to work with families through the succession process in a way that protects family harmony. “Farm Life is a ...