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

Dear Abby: Information requested for estate planning might have been fraud - mlive.com

DEAR ABBY: My older brother, age 70, is making his estate plans with his partner. We have no other siblings or children.

The 2026 Financial Planning Challenge | The Motley Fool

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, ...

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Slowik Estate Planning Urges Georgia Families to Review Estate Plans Following New Federal Tax Laws. News Provided By. Law Firm Newswire. January 14 ...

Start the new year with peace of mind - Mesa Valleys Progress

As a financial advisor, I see estate planning as a natural extension of a solid financial plan. ... Receive the latest news from Moapa Valley and ...

Slowik Estate Planning Urges Georgia Families to Review Estate Plans Following New ...

According to estate planning attorneys at Slowik Estate Planning ... Make the News® is a registered trademark of Law Firm Newswire. All ...