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.

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Elk River Senior Events for June 2018

Estate Planning – Monday, June 11 at 1:30 pm at the Elk River Activity Center. Register early for this very popular presentation! Ron Black, with Black ...

Business people for May 27

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When business interests and estates combine

As we work with clients in developing their estate plan, we often talk with those that are considering starting, or have already started, a new business ...

Community Recreation Center of Apex PRD – June 2018

Breakout sessions include: “Estate Planning” at 9 am, and Smart Funeral Planning at 10:30 am, please also register for these as space is limited.

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... for our clients who need additional consultation in the areas of estate planning, business formations, purchasing or selling a home, even bankruptcy.