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

'Final chapter' planning focus of CARES Conference set for May 9

'Final chapter' planning focus of CARES Conference set for May 9 .... and will be joined by panelists from Southern Delaware Estate Planning Council, ...

Daniel O. Hands is recognized by Continental Who's Who

An adept writer, Mr. Hands is the Co-author of Love, Money, Control: Reinventing Estate Planning. An accomplished Oak Brook Estate Planning ...

Mid-MO Expo sure to make your garden grow

Then again, not everything goes to plan. ... pro bono tax preparation, financial counseling, estate planning advice, and numerous community events.

New 104-home estate plan lodged for edge of Sunderland

Wynyard Homes has lodged outline proposals for a huge housing development on land east of Quarry House Lane, in the East Rainton area.

May events at the Senior Center

This seminar, “Housing Options for Individuals or Families, Age 70-90+,” will cover how home options tie into an estate plan; ways to stay home; ...