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

Fewer older Americans are writing wills, planning estates - USA Today

Researchers say older Americans are less likely than 10 or 20 years ago to write wills or trusts, potentially derailing the estate planning ...

CPA-Turned-Attorney Kia Fleurinord Pioneers Seamless Estate - PR Underground

With a focus on estate planning, probate, taxation, and business planning ... Latest News. CPA-Turned-Attorney Kia Fleurinord Pioneers Seamless Estate.

CPA-Turned-Attorney Kia Fleurinord Pioneers Seamless Estate - Digital Journal

With a focus on estate planning, probate, taxation, and business planning ... news websites as well as social media. More from PRUnderground. “New ...

Gov. Whitmer joins students on trip to Bay City State Park | Local |

... estate planning. News · Fight over Aretha Franklin's will shows value of estate planning. Updated Jul 13, 2023. Michigan college enrollment is in ...

JPMorgan cites 'investor remorse' in defense against $20M suit - Financial Planning

Log In. Subscribe · TAX. INVESTING. Investment Strategies · Wealth Management · Estate Planning · Retirement planning ... News. JPMorgan is arguing that ...