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

Andersons gives back to Vincennes University

Sun-Commercial contributed photo | The Paul E. and Nancy K. Anderson Endowed Scholarship is being created with the Vincennes University Foundation through the estate planning of the Paul and Nancy Anderson. Paul “Andy” Anderson is a native of Vincennes and a 1956 graduate of Vincennes ...

Liza Horvath, Senior Advocate: A Christmas Story

“Twas the night before Christmas and all through the house not a creature was stirring, not even a mouse.” That reminds me, did you know that some folks are concerned that their pets will outlive them so they make provisions in their estate plans to allow the pets to continue to live in the family house ...

My Voice: Estate tax was burden to my family

“In the Matter of the Estate of Ronald D. Arnold, Deceased.” ... As the Courthouse News Service recently reported: “Court records show Ron Arnold was the proverbial farmer: cash-poor, but asset- and land-rich.” ... I have heard the recent debate over whether our family did estate planning effectively.

Arvest Bank hires Justin Giles as client advisor

He will work with a team to provide customized solutions in the areas of investment management, insurance, trust and estate planning and banking. An accredited asset ... “I am excited that Justin has joined our team,” AWM regional manager Tracy Barnas said in a news release. “He has a track record of ...

Ed Van Alst sworn in as new Wexford County probate judge

Since 2002, Van Alst has been in private practice in Cadillac, focusing on estate planning, Medicaid planning, estate and trust administration, guardianships, conservatorship, real estate, business formation, adoption, divorce and other general matters. He also served many of the area's most vulnerable ...