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

Farm and ranch succession and transition workshop set for Monday

Persons of all ages are welcome to attend a Farm and Ranch Estate Planning Workshop hosted by the University of Nebraska-Lincoln Extension in ...

Florida Domicile Seminar

These will include how to establish domicile, tax and other benefits, estate planning and even how to escape the clutches of the northern tax collector.

Plan For Your Family Farm's Future With Educational Seminar From Calhoun County ISU ...

Plan For Your Family Farm's Future With Educational Seminar From ... will cover a broad range of topics, including estate planning, goal setting, estate ...

Seminar focuses on engaging minority lawyers in estate planning work

The seminar "How to Set up a Successful Estate Planning and Drafting Practice: ... Feb 27, 2020 By Jim Ash Senior Editor News in Photos. How to Set ...

Estate planning and charitable giving

Including charitable giving into an estate plan is wonderful way to support a favorite cause. When researching this approach, it can be easy to become ...