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

IGM Financial Inc. (IGIFF) Given Consensus Recommendation of “Hold” by Brokerages

TD Securities reaffirmed a “buy” rating on shares of IGM Financial in a ... The company also offers financial planning services, including investment, tax ...

Valtinson Bruner Financial Planning LLC Takes Position in iShares ESG MSCI USA ETF (NASDAQ ...

Valtinson Bruner Financial Planning LLC bought a new position in shares of iShares ESG MSCI USA ETF (NASDAQ:ESGU) during the fourth quarter, ...

Clayton Financial Group: Success Measured By Yours

Clayton Financial Group continues to build on its mission to help clients ... tax and estate planning, risk management, charitable giving and business ...

Karl Lagerfeld's cat to inherit a fortune, but may not be richest pet

It's not uncommon for pet owners to consider their furry friends in estate planning. "I have definitely recommended people taking certain steps planning ...

Free Seminar at Ridgefield Library on Saturday, March 2: What You Should Know About Selling ...

... 12:00pm, a free educational seminar is being offered at the Ridgefield Library featuring local experts in the fields of real estate and estate planning.