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

St. Louis expert: Why your estate plan may be obsolete

Deborah Smiley, who had her own legal practice specializing in estate planning and joined Enterprise Bank & Trust 18 months ago as a senior vice ...

Pro bono group identifies three key Shore issues

According to a news release, these issues involve advocating for children, ... in situations where an individual does not have the proper estate planning, ... When aging adults become unable to make sound financial and health ...

Brooke Barron joins HoganWillig PLLC

... Brooke Barron has joined the law firm as an associate attorney, practicing in the Matrimonial & Family Law and Estate/Estate Planning Departments.

Help charitable clients receive tax breaks

Such a plan may resonate with many clients because of a reluctance to pay sizable ... Strategies involving QCDs also can affect estate planning.

Ex-JP Morgan advisor launches $250m RIA

He specializes in estate planning, tax management, intergenerational wealth transfer and philanthropic endeavors. Based in Portland, Oregon, ...