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

How to Create a Living Trust in North Dakota

No matter where you live, it's important to have a strong estate plan in place. One popular estate planning tool is a living trust, which offers a secure ...

One on One: Dennis Gorman, attorney at Fletcher Tilton; guitarist for In-Expensive Winos

Because I'm a CPA and had my master's in taxes, I was able to get back to advising businesses and doing estate planning, estate and trust work.

How to Create a Living Trust in Maine

If you're thinking of creating a living trust or you just want some general financial planning help, getting a financial advisor is probably a good idea.

How to Create a Living Trust in West Virginia

When planning your estate, you have different tools at your disposal to protect your assets for your loved ones. One such tool is a living trust, which ...

How to Create a Living Trust in New Hampshire

If you're thinking about your estate planning strategy, odds are you've heard about creating a living trust. A living trust can protect your assets and ...