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

Dave Ramsey has blunt words on Medicare for retired Americans - TheStreet

Estate PlanningEstate PlanningEstate Planning · IRAIRAIRA · Social Security ... Latest Retirement News, Tips & Guides. Dave Ramsey has blunt words ...

Estate Planning: The need for a pour over will - NWI Times

Get the latest local business news delivered FREE to your inbox weekly. Sign up! Already a Subscriber ...

The 'magical' advent calendar that's as big as a town hall | WKNO FM

Free Estate Planning Guide · NPR+ Bundle · Partners in Excellence · Planned ... Culture | NPR NPR World NewsNPR NewsNPR Top Stories · Facebook ...

Poilievre calls for asylum seeker cap, border plan as U.S. tariff threat looms

The Conservative leader told a news conference that Canada should also cap the number of asylum seekers as it faces a significant influx in refugee ...

Expert dismantles claims that Trump's tariff plan will spike prices: US has 'abundance in everything'

Fox News contributor Steve Hilton reacts to the media's uproar over ... 8 Things ...