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

Extension ag estate planning and transition workshop postponed - North Platte Telegraph

Get local news delivered to your inbox! Sign up! * I understand and agree that ...

Layin' it on the Line: Is an irrevocable life insurance trust policy right for you?

It requires the often pricey services of an experienced estate planning attorney. In addition to setup costs for this trust, there are also ...

Former Russian Billionaire Mysteriously Died Last Year. Now His Family Is Feuding Over His Fortune

I cover breaking news with a focus on markets and sports business. ... “Where things really go wrong [in estate planning] is where there's neither ...

First-generation immigrants are a lucrative but untapped market for wealth managers

Today, as a financial advisor at Tobias Financial Advisors in Plantation, ... A subscription includes all news and analysis, exclusive research ...

Lisa Marie and Priscilla Presley can teach us some estate-planning lessons - MarketWatch

Priscilla Presley's fight to remain trustee of Lisa Marie Presley's trust can teach anyone a few lessons on proper estate planning.