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

Only half of American millionaires plan to leave an inheritance - and just one-third ... - Benton Courier

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... News, 10/31/2025. Citigroups Gold Bullion Plan Shows High Prices Are Here to Stay. by Marcus Ashworth of Bloomberg News, 11/04/2025. The Fed Must ...

Leaving the Wrong Beneficiary on Your IRA Plan Can Be a Costly Mistake - WSJ

But often mistakes aren't as costly, and naming beneficiaries for them can complicate estate planning. ... Financial News · Mansion Global · MarketWatch ...

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Estate planning · Endowment Giving · Volunteer · Contest Rules · $10,000 Dollar ... News. Her work has earned numerous regional Edward R. Murrow and ...

NTC to provide help with estate planning | NEW Media Inc.

Northcentral Technical College will partner with Judicare Legal Aid to host a free estate planning workshop. ... News · Green & Gold Express · Opinion.