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

Jacob Schmalzle Calls for Greater Awareness of Probate Planning and Independent Executors

Estate executor and fiduciary professional Jacob Schmalzle is urging families, churches, and community leaders to pay closer attention to probate ...

Building wealth matters. Building a legacy matters more. - Indianapolis Business Journal

Then the team aligns investments, taxes, estate plans, and charitable strategies with those values. A written plan isn't enough. DCM advisors guide ...

After notable victories, anti-DEI shareholders turn sights on Trump's SEC

... News. Industry News · M&A · Career Moves · Earnings ... "They don't have any sympathy for us, as far as we can tell," he told Financial Planning.

Women & wealth: Tips for navigating your lifelong financial journey - The Chicago Crusader

If you expect to receive an inheritance, you should also consult with estate planning and tax professionals. ... news, commentary, and lifestyle ...

Deals & Moves: Maridea Adds LPL Team, Waverly Buys in Washington

John Chichester Jr., founder of CFG, will join Maridea as a senior financial planner with a specialty in tax-focused financial planning. He is joined ...