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 Five Reasons Why You Should Have An Estate Plan - Family and Matrimonial - United States

One important and achievable goal is to get your estate planning in order. Here are five reasons to have an estate plan: Avoid the probate court ...

Financial advice for 2022 from Dayton's finest - The Business Journals

DBJ compiled financial advice from top financial planning and money management firm executives and partners in the Dayton region.

CA Enacts Amendments Applicable to Revocable Transfer on Death Deeds - JD Supra

Estate Planning. + Follow x Following x Following - Unfollow. Real Estate Transfers ... Wills, Trusts, & Estate Planning.

BrightPlan Unveils New Solutions to HR Challenges | PLANSPONSOR

The financial wellness service provider is launching new solutions ... as expanded services for tax planning and preparation, estate planning, ...

Families Deserve to be Protected? Lawyer Drafts Estate Plan Guaranteed for Life - Digital Journal

The Lifetime Estate Plan offers comprehensive protection for families, ... Larkspur, Monument and Colorado Springs, there is great news.