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

The Law: What to consider when appointing a fiduciary?

In a well-crafted estate plan, a person will appoint individuals or financial institutions to represent them in the event they need assistance with their ...

Skip Schweiss of TD Ameritrade elected 2020 president of FPA

The Financial Planning Association has elected Skip Schweiss, president of TD Ameritrade Trust Co., as its 2020 president for a one-year term.

Pompea Legacy Gift Challenge Exceeds Goal, Raises $12.5 Million for the University

... intention and graciously offered to match dollar for dollar, up to a total of $5 million, any new legacy gifts that were included in a donor's estate plan.

The Importance of Estate Planning

Kim Steinbrenner joins us every week to share money tips that will help you avoid mistakes and create a solid plan for the future. Today, she's here to ...

How to Create a Living Trust in Wyoming

Estate planning can be a complex process, and relying on a will can put your heirs through the time and expense of probate court. A living trust can ...