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

Estateably expands to Alberta

Montreal-based Estateably Inc. is expanding its offering to estate planning professionals in Alberta. Launched in January 2021, Estateably is a ...

Growing financial planning firm doubles office space in Blue Ash

Clear Perspectives Financial Planning LLC has signed a long-term lease for more than 6,200 square feet of space at Pfeiffer Place, located at 10300 ...

On The Move: Lindabury McCormick; Laddey Clark; Wong Fleming

Spaziani “has an unwavering dedication to helping individuals and families navigate the complexities of estate planning,” said Lindabury president ...

'Queen of Clean' encourages clearing out the clutter

Cathy explains that she frequently consults with antique consignment stores, attorneys who specialize in estate planning and trusts, and assisting ...

Develop U on Employee Development Day: Virtual sessions, 'Lunch & Learns' with Friday fun

... which address everything from happiness in the work place and guiding student financial success to estate planning and wildlife photography.