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

Comparing West Bancorporation (NASDAQ:WTBA) and Citizens Financial Services (NASDAQ:CZFS)

Citizens Financial Services (OTCMKTS:CZFS) and West Bancorporation ... In addition, it offers brokerage and financial planning services, as well as ...

Avoid the rubber-chicken seminar

Want to save yourself three hours of a hard sell at a “free educational seminar” on estate planning? Here are the short answers to the teaser questions ...

CONNECTICUT MONEY: Trusts are not for the wealthy only

Even if your asset base doesn't measure up to the Bill Gates standard, you may consider using trusts in estate planning because they can help your ...

Estate Planning: Enhanced life estate deeds

The name harkens back to Lady Bird Johnson, who apparently used one in her and President Johnson's estate plan. I'm not sure if any of that is true, ...

SHERI BISTREICH COLUMN: Financial planning considerations for adults without children

Adults who do not have children tend to have more financial flexibility to pursue their goals throughout life and retirement. This makes sense when you ...