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

Chemical Bank Wealth Management welcomes McNish

... Bar of Michigan, Saginaw County Bar Association and is a past president and current member of Northeastern Michigan Estate Planning Council.

My Price Is Right: What Millennials Want From Financial Services

They've got sizable assets to manage, steep tuition bills for their kids and retirement and estate planning needs. Millennials, by contrast, may have a ...

Pennsylvania Rl Estate Invt (PEI) Shareholder King Street Capital Management LP Has Upped ...

Brian J. Higgins increased its stake in Pennsylvania Rl Estate Invt (PEI) by ... Pennsylvania Real Estate Investment Trust (NYSE:PEI) has declined ... More notable recent Amgen Inc. (NASDAQ:AMGN) news were published by: ... Mark Sheptoff Financial Planning Limited Liability Com accumulated 189 ...

FAs Reveal Secrets to Winning and Advising Americans Abroad

Thun Financial, which oversees $420 million in assets, uses its corporate website ... Stanley, effectively leave foreign clients behind, according to news reports. ... and presents a risk to an advisor's business if the FA is inexperienced.

What this $4.2M Merrill advisor learned from his first sales job

And, ultimately, into his career as a New York-based financial advisor. "You guide clients on all aspects of their financial affairs, and it's a great feeling ...