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

Rural Lands At Risk As Ranchers Prepare For Retirement

Outside of Cheyenne, Wyoming is an 8,900-acre former ranch where cattle and horses once roamed. Now it's just open land with nothing but grass. When the owner passed away he didn't have a succession plan. With no obvious heirs, a family member sold it. It eventually became subdivided and a ...

Golotko: Avoid these common estate-planning mistakes

People often think estate planning is only for the wealthy. But just about everyone who owns property or has money needs an estate plan. Estate planning is more than deciding what happens to your property when you're gone. It also includes the planning during your life that leads to creating and ...

Polish National Credit Union Works with CUSO Financial Services to Develop Investment Program ...

It is also running educational planning workshops on estate planning, retirement planning and life insurance. Kevin Kober, director of retail banking for PNCU, says, “As this is our first investment program, it was important for us to work with a broker-dealer that understands our philosophy and knows how ...

Pflugerville appoints new municipal judge

Sheehan is a presenter for statewide continuing legal education courses and has served as both a planning committee member and course director for intermediate estate planning, according to the bio. The council had appointed Associate Municipal Judge Caroline Davis as the interim municipal judge ...

Keystone Law Group (KEYS) Announces Quarterly Earnings Results

... and alternative dispute resolution, pensions and incentives, planning and environment, probate and estate planning, restructuring and insolvency, tax, ... Receive News & Ratings for Keystone Law Group Daily - Enter your email address below to receive a concise daily summary of the latest news and ...