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

Houston Estate Planning Lawyer Whitney L. Thompson Shares Key - openPR.com

Thompson Shares Key Questions to Help Families Discuss Estate Planning here. Delete press release. Edit press release. News-ID: 3813197 • Views: 2 ...

ACG 2025 - ESOPs: The business succession solution - Crain's Cleveland Business

... estate planning matters. He can be reached at 216-619-7870 or spascu ... Sign up for free email news alerts and stay connected to important business ...

IRA expert: Why traditional retirement accounts have become the worst asset for estate planning

Recent legislative changes have stripped IRAs of all their redeeming qualities, Ed Slott said in a recent episode of Decoding Retirement.

Free end-of-life workshops to help people to think about final preparations - Detroit Catholic

... estate planning and more. The workshops are being held in partnership with the Archdiocese of Detroit, the Catholic Foundation of Michigan ...

Kyle Wynn and Associates holding public estate planning seminars - WLOX

At Gray, our ...