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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

PATRICK: Is your financial advisor retiring? | Local News | valdostadailytimes.com

Usually, these advisors have team members who specialize in different financial planning areas such as: retirement income, Social Security, asset allocation, ...

MSU Extension to offer estate and legacy planning learn-at-home course - Fairfield Sun Times

MSU Extension to offer estate and legacy planning learn-at-home course. MSU News Service; Sep 19, 2021; 4 min ago.

Rush County News Briefs

There will be a Planning and Zoning Town Hall meeting hosted by the City of ... Thompson & Associates, the nation's premier values-based estate planners.