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

Extension to present farm transition planning classes

At the end of five weeks participants will know more about business planning, estate planning, retirement planning and succession planning as they relate to farms and ranches. Advance registration is required by January 30 for all women in agriculture and enrollment is limited. For more information ...

Tax bill creates adviser challenges for long-term planning

Provisions could change even sooner if the political pendulum swings back to the left in 2020 or 2024, making things difficult for financial advisers trying to craft long-term plans for clients. That doesn't mean advisers should take a "wait-and-see" approach with clients when it comes to estate planning.

2018 Key Trust & Estate Planning and Corporate Ownership Implications of the New Tax Law

Home > News & Insight > 2018 Key Trust & Estate Planning and Corporate Ownership Implications of the New Tax Law ... 115-97, commonly referred to as the Tax Cuts and Jobs Act of 2017 (the 2017 Tax Act), attorneys in Perkins Coie's Trust & Estate Planning practice, along with our clients running ...

Residents question town board on Bri Estate plans

Speaking at the town board meeting, Wallace said that the plans for Bri Estate has been tabled by the Town of Niagara Planning Board and that they would be addressing the issue in February before the town board would take any action. Wallace did say, in response to Fran Rosati's question about two ...

What the new tax law means for estate planning

Here are nine aspects of estate planning that advisers and high-net-worth clients should review, including portability elections and irrevocable trusts. ... Get the intelligence you need: news and information that is changing your industry today, hand-curated by our professional editors from thousands of ...