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

Senate's April coup

A Trust is an estate planning tool which helps an individual plan his estate in such a way as to protect his or her wealth and eventually pass it on in a smooth inter-generational transfer. A parent may have the wherewithal to adequately provide quality education for the child but the unfortunate incident of ...

B. Riley Weighs in on Main Street Capital's Q1 2018 Earnings (MAIN)

Resources Investment Advisors Inc. now owns 8,743 shares of the financial services provider's stock valued at $347,000 after acquiring an additional 2,613 shares in the last quarter. Advisor Group Inc. grew its position in Main Street Capital by 6.5% in the fourth quarter. Advisor Group Inc. now owns ...

The Week Ahead in Franklin Township: April 23 to 26

Learn everything you need to know about estate planning from nationally-recognized estate planning and elder law attorney, Victor J. Medina. Registration is requested but not required. ... Download the FREE TAPinto App! Click here for Android - Click here for iOS to get news as it is happening.

IGM Financial (IGM) Receives C$46.88 Average PT from Brokerages

In other IGM Financial news, Director Susan J. Mcarthur bought 1,000 shares of the firm's stock in a transaction on Wednesday, February 14th. ... The company also offers financial planning services, including investment, tax, retirement, education, risk management, and estate planning; strategic ...

Money Smart Week has something for everyone in Green Bay area | Streetwise

Green Bay Press-Gazette business reporter Jeff Bollier, aka Streetwise, wants to hear from you with news on new businesses, openings, closings, expansions and ... Topics being covered include estate planning, homebuyer education, student debt management, reverse mortgages and basic financial ...