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

AFSCME Welcomes Guest Speaker | The Journal-News

AFSCME Sub-Chapter 87 President David Spinner, at right, is pictured with guest speaker, Talor Ray, a certified estate planner with Safe ...

Financial expert explains difference between Health Savings Accounts and Flexible ... - YouTube

... News from KCRG: For more YouTube Content: https ... The Top Ten Estate Planning MISTAKES: Avoid Disaster! Tips.

Integrated Partners and Windes Launch Ovisto™ Wealth Management | Business Wire

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves more than $12.7 ...

A guide to navigating tax efficiencies for business owners - Charlotte Business Journal

Latest News · Lists & Leads · Commercial Real Estate · Banking · Technology · Health ... Estate planning. Creating a comprehensive estate plan is vital ...

Gov. Evers: Appoints Frank Gagliardi to the Kenosha County Circuit Court - WisPolitics

Over nearly two decades practicing law, he has also had the opportunity to handle medical malpractice, probate, estate planning, and real estate ...