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

Aretha Franklin's estate divided among her sons 5 years after her death - FOX 2 Detroit

... News - FOX 6 News · Minneapolis News - FOX 9. Aretha Franklin's estate ... estate planning attorney Mark Frankel. "And had she, in 2014, managed ...

DDWS reports on refuge programming and more - SANIBEL-CAPTIVA - Island

– A free Estate Planning Seminar will be held on Jan. 30. – The Go Wild ... News from around the region · SFWMD seeking public input on draft plan ...

Judge awards real estate to Aretha Franklin's sons, citing handwritten will - WDET 101.9 FM

News. Detroit Evening Report: Judge awards real estate to Aretha ... Tags: Aretha Franklin, Aretha Franklin will, Estate planning, real estate ...

Tips From the Pros: Estate Planning for Middle Rich Clients | Wealth Management

I bring happy news: The goals of most clients represented by most advisors, most of the time, can be met using common techniques, the basics of which ...

Should You Tell Your Beneficiaries What They Will Inherit: 10 Estate Planning Tips - Forbes

Your children may be okay that one child inherits the family lake house, but that news may be better coming when you are alive than after your death.