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

Estate planning for all ages - The Bharat Express News

Too many people think a will is only relevant once you've reached "a certain age" or if you have children or significant assets. Estate planning ...

Notable Women in Law: Maureen O'Leary-Guth - BizTimes

ACTEC Fellows must have more than 10 years of experience in the active practice of probate and trust law or estate planning.

ISA encourages Illinois farmers to 'Build a Better Business in 2022 - AgriNews

The Illinois Soybean Association checkoff program recognizes that tax preparedness and estate planning are critical to farmers' businesses and ...

Westport Continuing Ed Offers Estate Planning Online - Hamlet Hub

Join Alyson Marcucio, a partner at Chipman Mazzucco Emerson LLC, for an in-depth review of estate planning and the estate administration process.

Estate planning lawyer Christian Manalli explains why it is important to have an ... - WGN Radio

WGN Radio's Karen Conti is joined by attorney and estate planning expert Christian ... News report: Australian leader's WeChat account taken over.