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

Peter Mallouk Reveals Creative Planning's Expansion Strategy

Peter Mallouk, president of Creative Planning, is an RIA in a hurry. ... since Mallouk bought the firm after a five-year stint as an estate planner there. ... For instance, in March of this year the news on TV scared the hell out of them.

Free Webcast to Focus on Year-End Financial Moves for Americans

The webcast features CPA financial planner Jeffrey Levine, CPA/PFS talking through important year-end planning considerations for your retirement, ...

Chadwick Boseman Died Without A Will: 3 Reasons Why Estate Planning Is Important Even ...

News of Ledward's filing breathed new life into the discussion of why it is important to have a will and trust in order. Here are 3 reasons why estate ...

LPL Financial Nabs $1B Cetera Team

The news comes less than two weeks after LPL announced that BMO Harris Financial Advisors planned to move ... insurance and tax strategies, estate planning and other financial services,” LPL Financial said in a press release.

Great Rivers United Way offers virtual events to talk retirement

The first event – “Trusts & Estate Planning: What you need to know” – will take place Tuesday, October 27, from 9:00 to 10:00 a.m. Financial Planner ...