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

Estate planning retreat set for Sept. 7-8

JACKSON, Minn. — A two-day farm transition and estate planning retreat for farm families will be held Sept. 7-8 in Jackson. Sponsored by Minnesota ...

Financial advisers say withdrawing from an RESP to pay for school needs a plan

Nicole Ewing, a vice-president of tax and estate planning at TD Wealth, says sooner is better than later to meet with your adviser to start developing ...

National survey shows Millennials want #adulting apps

Chalk it up to years of life experience, from landlord/tenant disputes, to costly traffic tickets, to handling estate planning issues with aging parents.

Law firm gets new home

estate planning and probate, and general business and contract law. ... property, environmental matters and immigration, the news release says.