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

Financially Speaking: Planning for a comfortable retirement

Begin to investigate, plan for and then formalize an estate plan, including should you become incapacitated. This includes the financial implication of ...

Do-it-yourself, do it online or hire an attorney to draft your estate plan

After all, such a plan ultimately reflects your life circumstances and decisions; it is not quantum physics. Under certain circumstances, one can prepare a ...

Breed restrictions of pets do not apply to emotional support animals

... real estate law, litigation, estate planning and business law. Q: Our governing documents allow pets but prohibit pit bulls. A person has submitted an ...

How to avoid sabotaging yourself when it comes to money, retirement

He has helped Anderson grow its practice from one of business and estate planning to a thriving tax practice and national registered agent service ...