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

California unemployment rate falls to record low of 4%

said Ernest Lew, an estate planning attorney, when told about the report. ... people are hurting," Lew said as he walked is dog in the financial district.

California unemployment rate falls to record low of 4%

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Reviewing LCNB Corp. (LCNB)'s and Sandy Spring Bancorp Inc. (NASDAQ:SASR)'s results

Stock News ... LCNB Corp. operates as the financial holding company for LCNB National Bank that ... This segments loan portfolio comprises residential real estate loans; commercial ... The Investment Management segment provides comprehensive investment management and financial planning to ...

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With the need for rural broadband in the news, RJ Karney, director of ... With estate planning on everyone's mind, Wipfli CPAs and ag business ...

Free seminar in Abbotsford covers 'planned giving' options

The seminar will be led by Brad Friesen, a gift planning consultant from ... Participants will learn the ins and outs of estate planning and maximizing tax ...