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.

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With your Southeast Regional Ag News, I am Haylie Shipp. This is the Ag Information Network. ... How to Start Starting your Estate Plan.

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... which provided technical training on advanced retirement account planning strategies, tax law changes and estate planning techniques.

Dying to Know Day: Aussies urged to break down the stigma around end of life planning

“Engaging professional estate planning services can help ensure your estate is passed on according to your wishes and will help minimise future ...

How to Avoid Roth IRA Taxes - Yahoo Finance

SmartAsset: Roth IRA and Estate Tax Guide. Tax planning for your retirement accounts is an important part of setting your beneficiaries up to ...

Prince's Estate: What took so long? | Chicagoland - Spot On Illinois

Estate planning lawyer Christian Manalli joins WGN's Karen Conti to talk about how Prince's estate finally has ... Finding related news articles.