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

Checking Beneficiary Designations Before Wrecking Your Estate Plan

Checking Beneficiary Designations Before Wrecking Your Estate Plan ... The news reports that a lawsuit was recently filed in Pennsylvania by Lance ...

Who's delaying estate planning? Millennials (and lots of others, too)

"I think that many times people fall into a trap, thinking that estate planning is a ... Filled with “must read” stories, industry news and reporter insights, ...

Choose To Disrupt Yourself

I believe the same approach can be applied to estate planning. Choose a disruptive change -- create an estate plan to protect your family. The change ...

Canadians prefer human advice for financial matters

Canadians said they were most likely to seek financial advice for retirement planning (40%), general investment planning (30%), wills or estate ...

Doug Andre joins Keel Point as Family Office Counsel

... today that Doug Andre, the former tax and estate planning partner at Ivins, Phillips ... attorney, having spent over a decade in tax and estate planning. ... content to download multimedia:http://www.prnewswire.com/news-releases/ ...