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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

Oct 4 | Estate Planning Seminar | Scottsdale, AZ Patch

Tuesday October 4, 2022: Helping Protect Your Estate Assets and Avoid Unintended Consequences Why you should attend this seminar: PRE...

Tips for estate planning with John Heggie | WGN Radio 720 - Chicago's Very Own

Attorney John Heggie from Wochner Law Firm speaks to host Jon Hansen about the importance of estate planning.

ONEDIGITAL EXPANDS WEALTH MANAGEMENT OFFERING WITH ... - Valdosta Daily Times

... individuals practicing financial services, tax and estate planning, ... https://www.prnewswire.com/news-releases/onedigital-expands-wealth- ...

EP Wealth Advisors® Acquires Minot Wealth Management - Yahoo Finance

... investment management, and tax and estate planning, has established an East ... https://www.businesswire.com/news/home/20220927005271/en/.

On October 18th in Addison: `Essentials of Estate Planning' | Elmhurst, IL Patch

The October 18th session led by Dr. Jim Flanagan of Bentron Financial Group covers estate planning from beginning to end, including the need to ...