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 ArticlesSenior Expo set for Sept. 18
... that cater to their needs, such as those in health care, real estate, financial planning and savings, estate planning, travel and the legal profession.Financial and Estate Planning for Children
August 26, 2019 – Host Karen Schaeffer, CFP® welcomes Megan Schaeffer, Estate Planning Attorney to talk about the importance of planning for your ...10 Ways to Talk to Your Aging Parents About Their Finances
The good news is that your parents probably won't resist your efforts to get them ... John Cooper, a financial planner with Greenwood Capital, said he's ...Traul appointed to BGSU board
He practices in the areas of estate planning, trusts and probate, real estate, family law, municipal law and personal injury. He and his wife, Sharon, ...Larry King's wife didn't expect divorce
However, according to an insider who spoke with Shawn, she'd been told Larry may only have three days to live and their estate planning lawyer had ...