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

Effingham lawyer named partner in firm

Leonard is an experienced transaction, estate planning and estate administration attorney in Taylor Law's Transactional Group and regularly handles corporate startups, business and estate planning, estate administrations and real estate transactions. Leonard received his Bachelor of Arts degree from ...

Click here for story

Many of us have off on Monday. Let's take a moment, then, to remember the man we celebrate: Martin Luther King Jr. The holiday is not only because of the speech he gave that day in August of 1963. But “I have a Dream” remains as relevant today as it was then, when King said: “I say to you to…

Lougen brings financial experience to Monarch Wealth Management

Lougen works primarily with retirement planning, life insurance and estate planning, but is capable of assisting with other financial services for her clients. “I believe that relationship building is very important not only with the clients but with other professionals,” Lougen said. “Each client has a different ...

Accounting Firm RubinBrown Acquires Goltermann & Associates

The firm offers a wide array of wealth advisory services, including portfolio management, tax planning and preparation, personal financial consulting, cash flow planning, retirement planning, estate planning, education funding, charitable giving and family office services. Goltermann & Associates has ...

Seven Things Estate Planning Clients Should Know About the New Tax Law

The new “Tax Cuts and Jobs Act” was signed into law on December 20, 2017, and became effective January 1, 2018. Although the new law includes only a few changes to the estate, gift, and generation-skipping transfer (GST) tax laws, those changes could have a significant impact on the way existing ...