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

Community news

Community news ... The White Oak Library District will present an Estate Planning Workshop program from 6:30 to 7:30 p.m. Aug. 24 at its Lockport ...

Higginbotham Adds 50-Year-Old Life Insurance Agency The Dike Company, Inc. to Fort Worth ...

In 1966, A.R. "Buddy" Dike organized The Dike Company, Inc., an independent agency providing estate planning and insurance services. Following a ...

Probate Judge Owen Eagan, West Hartford Libraries to co-host legal education events

Open to the public and completely free-of-charge, the four-part series, called β€œDe-mystifying Probate and Estate Planning,” will feature panels of local ...

The Biggest Estate Planning Mistake People Make

If you are like most people, when you hear the words β€œestate planning,” you probably think of writing a will, to explain who will get what you own when ...