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

Trust & Will Unveils EstateOS™, the First Intelligent Platform for Modern Legacy Planning

Close submenu (News in Focus)News in Focus. Browse All News ... estate planning as a relationship-deepening driver of financial wellness.

My cousin died before claiming his late father's $2 million estate. Will I get it? | Morningstar

Your uncle's estate planning left too many loose ends and there are ... Plus, which stocks in the news look attractive today. David Sekera ...

My cousin died before claiming his late father's $2 million estate. Will I get it? - MarketWatch

Dear Nephew,. This is an unholy trinity of estate-planning misadventures. First, there was no contingent beneficiary listed on the trust. Second, ...

Bill Bought a Fridge, and Then His Nightmare Began - Kiplinger

The Kiplinger Building Wealth program handpicks financial advisers and business owners from around the world to share retirement, estate planning and ...

Securing Your Golden Years In Michigan: How Elder Law And Estate Planning Work Together

It offers news, commentary, and in-depth analysis on topics crucial to personal financial management and decision-making. Whether you're ...