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

Virtual panel addresses importance, misconceptions of estate planning | Rochester Business Journal

Complete access to news articles on is available to Rochester Business Journal's subscribers who are logged in. Subscribers may login at the ...

Advisors Join Ameriprise for Integrated Technology and Financial Planning Capabilities

3 Ameriprise Financial Q3 2022 Earnings Release. View source version on

Morgan Stanley Ordered to Pay $782K in Estate Management Flub - AdvisorHub

... to thorny estate planning issues. A three-person panel ordered Morgan Stanley to pay around $782,000 to a customer's estate over allegations ...

Area news, events and people | Clark County |

Learn about estate planning from local estate planning attorney Jim Plitz during a series of free classes at The Floyd County Library. This series ...

Future Returns: Why Women Need to Participate in Financial Planning | Barron's

It sounds hopelessly antiquated: A female spouse cedes control of the family's finances, either willingly or unwillingly, to her male partner, ...