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

'Every Family's Business' author to speak at UAFS

Topical speakers on subjects from estate planning to conflict resolution are used to help present best practices for leading family businesses. “We like ...

What is wrong with using a form for my will or trust?

An effective estate plan should be as simple as possible, so long as it carries out your wishes. However, some want you to believe that you need only ...

Social Security costs to exceed income in 2020

As always when you have questions concerning Social Security, retirement, financial planning and estate planning make sure you consult with ...

Why you need a financial durable power of attorney

Have an estate planning attorney draft the power of attorney. Preparing this document is usually done as part of your overall estate planning. This is ...

Bonnie Kraham: What you need to tell the elder law estate planning attorney

When you meet with an elder law estate planning lawyer, honesty is the best policy even though it may be difficult to disclose the personal information ...