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

MAKING CENTS: Ups and downs of family-owned real estate

Others inherit properties and become partners whether that was their plan or not. Either way, owning real estate with family members can be a great ...

Patriot Wealth Management, Inc. To Join Mariner Wealth Advisors

/EIN News/ -- OVERLAND PARK, Kan., Nov. ... billion in assets, Patriot is a wealth advisory firm dedicated to delivering personalized financial planning ...

6 Strategies for Smart Year-End Planning

/EIN News/ -- Top-Rated Trusts and Estates Attorney John O. McManus Identifies ... Top-rated estate planning law firm McManus & Associates today outlined “6 ... by the new tax framework, as well as annual estate planning to-dos.

11/13: Estate Planning

Eau Claire (BAIRD)– When there's a will, there's a way! Financial advisor, Andy Schlafer from Baird shares the the importance of estate planning.

Tax reform and the decision it brings

Operating S corporations: Considering long-term hold, limited non-tax distributions, the ability to claim 199A deduction and estate planning.