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

EP Wealth Advisors acquires NBS Financial Services - Investment News

... financial, tax, estate, retirement, and education planning services along with investment management. The firm was originally founded by the ...

New York's Top Appeals Court Considers No Contest Clause in Trust - Wealth Management

Tom's practice focuses on the areas of wealth transfer planning, estate and trust administration, charitable organizations and charitable giving. See ...

IRS Circular 230 Changes Could Delay Business Valuations, Impact Estate Planning Deadlines

If you have clients who need (or plan to need) a business valuation for estate-planning purposes, don't wait until the last minute.

Stop Dreaming, Start Planning: Setting Financial Goals You Can Achieve

Want the best money-news and tips to help you make more and spend less? Then sign up for the free Money Talks Newsletter to receive daily updates ...

Storm Lake Library to host free financial literacy series in May

May 15: The Essentials of Estate Planning — Topics will cover the significance of powers of attorney, estate planning, wills, and trusts. The ...