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

Back to School – Estate Planning for College Students | Lasher Holzapfel Sperry & Ebberson PLLC

As college students prepare to move into campus housing and attend orientation, estate planning is likely the last thing on their mind.

For Your Money: Wills and estate planning - CBS Minnesota

No one likes to talk about death.. but it makes sense for your financial health to sit down and make plans. Two thirds of Americans do not have a ...

Best of Orange County 2023: Best wealth adviser

NewsNews Based on facts, either observed and verified ... planning, tax planning, insurance planning, investment management and estate planning.

Financial Expert Marion G. Cuff, CFS®: Wills: The Cornerstone of Your Estate Plan

If you care about what happens to your money, home, and other property after you die, you need to do some estate planning.

2023's Best RIA Software Solutions For All Your Financial Needs - Yahoo Finance

From tracking and analyzing data to generating reports to financial planning, these programs can make it easier to get organized while streamlining ...