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

Tax reform will have a significant impact on estate planning

The passage of the Tax Cuts and Jobs Act marks the most sweeping reform to U.S. tax law since 1986. The legislation makes significant changes to federal estate, gift and generation skipping transfer (GST) taxes, increasing the tax exemption amounts from $5.49 million to $11.2 million per individual (or ...

The unique nature of working with celebrity clients

"We recognize that they have unique estate planning needs, and they also need asset protection strategies because they have bull's-eyes on their backs, often involving frivolous lawsuits," he said. "They have to worry about things like palimony suits being filed against them, and prenups are critical.".

Best reasons to update estate plans include marriage, divorce, move, birth | Column

A change in your marital status will require significant changes to your estate plan. If you've recently married, Wisconsin's marital property will now apply to the division and distribution of your estate upon your death. The resultant distribution may be far from what you planned. If you've recently divorced, ...

Wealth Management Adviser to Meet with UW MBA Students Friday

A wealth management adviser will discuss financial planning and other related topics with University of Wyoming Master of Business Administration (MBA) students Friday, April 27, in the College of Business. Ryan Yoder, managing director of Northwestern Mutual in Fort Collins, Colo., will meet with UW ...

3 Rulings Show The Importance Of Checking IRA Beneficiary Forms

A beneficiary check up is an important part of your regular financial and estate planning. A steady stream of court cases and IRS rulings shows that many people fail to perform this simple step. The results are families are split, a lot of money is wasted, and the accounts usually go to someone other than ...