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

Legal-Ease: Secrets of estate planning with the family business/farm - LimaOhio.com

Legal-Ease: Secrets of estate planning with the family business/farm. By. Lima News. -. October 1, 2022.

Estate Planning For A New Day - Financial Advisor Magazine

“These past several years, estate planners have been working in a low-interest-rate environment that negated many estate planning opportunities,” says ...

POAs, AMDs and DNRs: Understanding alphabet of health care documents | Seniors

One of the most important, yet most overlooked estate planning documents is the healthcare power of attorney. A rare estate planning document, ...

New plan aims to help homeless people downtown

The new plan, which is being called the “Getting Home Street Outreach Program,” comes amid ... 1, according to a New Hanover County news release.

Private placement life insurance: A way to preserve wealth - InsuranceNewsNet

PPLI also offers limited reporting, the ability to avoid estate taxes and ... Expanded worldwide planning (EWP) gives privacy and compliance with ...