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

Securing Your Pet's Future with Estate Planning

Have you thought about what would happen to your pet in the event of your death or incapacity? Approximately two-thirds of American households ...

Estate planning for children requires thought

There are folks who have tried to eliminate the expense of implementing an estate plan by adding their children as signers on their bank and ...

Lewitt Hackman to Acquire Encino's GSA Law Firm

“Each with experience of more than 30 years, Zane, Mark, and Steve are widely recognized for handling complex business, tax, estate planning, real ...

Diaz earns financial planner certification

ALTON — Financial advisor Robert Diaz of Edward Jones in Alton has been authorized by the Certified Financial Planner Board of Standards (CFP ...

Money Talks – Interest Rate Cuts and Your Portfolio

Certified financial planner Chad Olivier discusses what the Federal ... Stay up to date with the latest news by downloading the BRProud App from the ...