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

Event Helps Portage County Residents Get Their Finances in Shape

Terry Wiard from Kent came to learn about estate planning. ... “From the Recorder's Office I have a plan of action to go and look up my deed so I know ...

Examining three common mistakes of estate planning

Preparing an estate plan is like getting a physical. We know responsible adults have it done but choosing to do it yourself is just not appealing.

Shawnee attorney elected to State Bar Board of Governors

She focuses her practice on probate, adult guardianship, estate planning and real property matters. She, her husband, Chris, and their two sons, ...

Community Bank System (NYSE:CBU) & Mercantil Bank (NYSE:AMTB) Financial Analysis

Additionally, the company provides wealth management, higher educational planning, fiduciary, risk management, and personal financial planning ...

Estate Planning: Can one spouse plan?

Q: My parents are in their 70s and they don't have anything planned. I've spoken with them about the importance of planning. My mom is willing to ...