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

What Is a Probate Sale? – Estate Planning - Yahoo Finance

While many homeowners rely on estate planning to organize their assets, some pass without a will in place. This is also known as dying intestate.

A Big BeaconFest thank you | Beacon Senior News

Each seminar room hosted a spread of educational presentations on Medicare, financial planning, fraud prevention, medical treatment and technologies, ...

Lakeway financial adviser: Prepare yourself financially for illness … just in case

And since estate planning can be complex, you'll certainly want to work with a legal professional, and possibly your tax and financial advisors, as well.

Here's How to Make Your Own Free or Low-Cost Will - Yahoo News

Was it created by a certified estate planning attorney? Is the document legally valid in your state? Make sure the will template is specific for your state. Is ...

Estate planning decisions can have long-lasting effects - Cleveland Jewish News

Joe Del Vecchio, financial adviser with Landolt Securities in Solon, and Tina Socrates, partner and chair of the estate planning and probate group at Meyers ...