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

Harasty receives certification

Financial Adviser Shandre Harasty of the financial services firm Edward Jones in Suffolk has been authorized by the Certified Financial Planner Board ...

Midland States Bancorp Inc. (MSBI) and SB Financial Group Inc. (NASDAQ:SBFG) Contrasting side ...

SB Financial Group Inc. is observed to has lower revenue, but higher ... management products and services, including financial and estate planning, ...

Pekin financial advisors: investing for beginners takes patience, persistence

Pekin financial advisors: investing for beginners takes patience, persistence .... “Invest every month and stick to your plan. (Patience and persistence) ...

Bucks, Montgomery County business achievers

Her practice focuses on estate planning and administration, as well as representing clients in family court and orphans' ... OTHER BUSINESS NEWS.

Keystone Financial Planning Has Trimmed Its Holding in Anheuser (BUD) as Market Valuation ...

Keystone Financial Planning Inc decreased its stake in Anheuser (BUD) by 42.45% based on its latest 2018Q4 regulatory ... Some Historical KAR News: 08/05/2018 – KAR AUCTION SEES FY ADJ OPER EPS $2.89 TO $3.04, EST.