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.

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KNOWLEDGE CENTER: Financial considerations when caring for elderly parents [Column]

It may be difficult to think about your parents passing, so discussing their estate plan is often avoided. However, ensuring their wishes are met ...

Community Foundation of Southeast Kansas to host forum - The Morning Sun

Staff Reports / PITTSBURG, Kan. — The Community Foundation of Southeast Kansas (CFSEK) will host the 2023 Estate Planning ...

New Fellowship Aims To Boost Diversity In Estate-Planning | Florida Colleges

... and estate planning. Jeffrey Southerland With its first two recipients set to start the program in the fall of 2023,... Read further at news ...

Paul Pepper: Leslie Wilbers, LaBrunerie Financial, "Spring Cleaning" - YouTube

From saving early for college to estate planning, we're covering a lot of ground with LaBrunerie Financial partner LESLIE WILBERS on today's show!

When your child isn't fit to be your successor | Investment Executive

Breaking the news to the child should be done with forethought and care ... If the child feels otherwise taken care of in the estate plan (e.g., ...