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

What Is Estate Planning?

Estate planning is the process of preparing for end-of-life issues, planning for what will happen after your death, and taking control over your legacy.

Pass Your Portfolio Forward: 3 Estate Planning Tips

To pass on those resources, however, your investment portfolio needs to be included as part of an estate plan – and that takes planning.

The Most Valuable Gift You Can Give

Make Sure Your Parents Have A Good Estate Plan Maximizing Your Inheritance While Safeguarding Your Parents' Assets. One of the challenges of ...

Brokerages Set IGM Financial Inc. (IGM) PT at $40.50

CIBC dropped their price objective on IGM Financial from C$48.00 to ... The company also offers financial planning services, including investment, tax, ...

The new tax law is nothing but good news for married couples with larger estates

But you may need to update your estate plan to take full advantage. ... The new tax law set the unified federal estate and gift tax exemption at $11.18 ...