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

Tim Fitzgerald Named to New York Life's 2021 Agent Advisory Board of Directors

Tim is the founding partner of TFG Financial, a full-service wealth management firm specializing in estate planning, business succession planning, ...

College for Financial Planning®—a Kaplan Company Introduces New Sports and Entertainment ...

The Sports & Entertainment Accredited Wealth Management AdvisorSM or SE-AWMASM program is a first-of-its-kind professional designation from an ...

Investor column | How to financially prepare your child for college

If your child is over 18, visit your estate planning attorney. They should have power of attorney documents and healthcare directives (health care ...

Houghton County considering gifts fund

The fund would allow both for direct gifts and for donations made through estate planning, Larson said in a memo to the board. The county's auditors ...

State bar to give workshops

The one-hour program will include information on estate planning, the ... CBS News poll: Republicans weigh in on Liz Cheney and direction of GOP.