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

Two estate planning sessions offered in Toledo

Spend the evening with Iowa State University Extension and Outreach'sMelissa O'Rourke. Learn how to avoid the top ten mistakes in estate and transition planning. Melissa is an attorney specializing in a number of fields including agricultural law, estate planning, and farm transition and succession.

Bonnie Kraham: Leaving an inheritance to an addict

In most cases, the SNT may be the better option because it forbids any direct payments to the beneficiary and relieves the trustee from the burden of the right or wrong of making outright distributions. Bonnie Kraham is an attorney practicing elder law estate planning with Ettinger Law Firm, 75 Crystal Run ...

Higher estate-tax exemption level could mean less work for advisers

"This is a game-changer for estate planning attorneys," said Richard Behrendt, director of estate planning at Annex Wealth Management. "At more than $11 million [exemption] for an individual [and $22 million for a married couple], you could make the case that the federal estate tax is all but repealed, ...

Financial Literacy Month: The Importance of Investor Education

Editor's Note: Follow Lee on Twitter. During each week in April, she'll be sharing education ideas and resources that focus on different aspects of financial literacy. We all know it's a good idea to regularly check in on our financial plans, making sure we're on track to pursue our goals. Throughout that ...

On the Cover: April 2018

to include shows such as situation comedies, science fiction, news and sports, as well as many of the other programs that exist today. ... Coincidentally, as Robert W. Finnegan points out in his article “Planning With Life Insurance in Uncertain Times,” we're also in the “Golden Age” of estate planning.