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

Why we cut financial corners even when they can hurt us - The Press-Enterprise

But just because someone else has invested with a specific approach, or done their taxes or estate planning in a certain way, does not mean that this ...

Oct 25 | Understanding Estate Planning - Northland Public Library | North Allegheny, PA Patch

Monday October 25, 2021: Event listing from Northland Public Library: Monday, October 25 from 6:30 PM to 8:00 PMJoin Greg Miller and...

Banks and beneficiaries: How financial institutions can sabotage your estate plan

Beware your financial institution. It can be the downfall of your estate plan. You and your financial institution have a contract.

High Earners and Successful Savers: What Is Your Tax Plan for the Future? | Kiplinger

Here's how your money can be taxed and what you can do to plan for taxes ... Your estate plan also should be integrated with your tax minimization ...

SDSU Extension increases access to "Sustaining the Legacy" conference - Farm Forum

Ag News. "Sustaining the Legacy" has been the South Dakota State University Extension farm and ranch estate planning and farm transition program ...