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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

If you have a plan, stick with it | News | agupdate.com

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TRUST & WILL ACQUIRES EZ-PROBATE TO FURTHER ENHANCE ESTATE PLANNING ...

--News Direct--. Trust & Will, the leading digital estate planning platform, today announced the acquisition of EZ-Probate, the nation's leading ...

McCarty: Choices, choices: Estate planning and creating a will - The Indiana Lawyer

Estate planning is one of those situations in which failing to make a choice can result in unintended, negative consequences.

Dillman: Countering arguments against estate planning and updates - The Indiana Lawyer

I encourage my clients to plan for the future when it comes to their money and property by creating, and then occasionally updating, their estate ...

New urgency: COVID prompts seniors to be more proactive with estate planning

The COVID-19 pandemic forced estate planning attorneys like Rozelle to adapt to ... because then you see on the news that people were dying alone.