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

CI Financial to Acquire McCutchen Group, a $3.4-Billion Ultra-High-Net-Worth Wealth Manager ...

... financial advisory services ranging from investment management to tax, charitable and estate planning, as well as family office services.

Enterprise Services (EFSC) gains 1.62% in Active Trading on October 20

Enterprise Trust, a division of Enterprise Bank & Trust, provides financial planning, estate planning, investment management, and trust services ...

You have been named a trustee. Here's the good news --- and bad news.

Read: Trusts are useful for almost everything related to estate planning. Taxes. Irrevocable trusts require the annual filing of a 1041 income tax ...

Column: Succession planning: farm transfer case study

This week, we'll talk about how strategies for estate planning can reduce taxes when farmland is transferred. Here's a case study by Harris-Pero & ...

Israeli Food Manufacturer Tnuva Selects DXC Technology to Transform Supply Chain

DXC will implement a single Enterprise Resource Planning (ERP) solution, ... .com: