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

Covr Financial Technologies announces Michael Kalen as Chief Executive Officer

Prior to that, he was president of The Hartford Life's US Life Insurance business, the Number One seller of life insurance through financial institutions and banks. His experience also includes serving as senior vice president of insurance and estate planning at Prudential Securities and senior roles with ...

Here's how it pays off to take RMDs early in the year

If you have these situations, it's a good idea to review all IRA and plan beneficiary forms now to avoid disputes and ambiguity after death. A beneficiary form review and update is a simple, but ... The year-of-death RMD is not taken by the estate. That means the beneficiaries must each file IRS Form 5329 ...

Lunch and learning for seniors at 55+ Resource Fair

Edward Jones advisor Ron Kennedy will introduce Kopij, who will discuss advances in healthcare that provide opportunities for longer retirement and better quality of life. This trend brings rising costs, as healthcare continues to become a larger share of retirees' expenses. Learn what Medicare covers ...

Estate Planning for Special Needs Children

Special needs planning can help a disabled or special needs individual maintain their eligibility for public assistance programs while still providing supplementary assistance. A special needs trust or a supplemental needs trust is commonly used under these circumstances. There are many factors that ...

Alberta making changes to trusts for people with disabilities

Trusts are estate planning tools that help provide ongoing care and financial help for people with disabilities. The bill does not ... “AISH benefits help people with their daily needs and provide resources necessary to let them live as independently as possible †Sabir told a news conference Monday.