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

Coronavirus has people in Central Florida scrambling to take care of estate plans

OSCEOLA COUNTY, Fla. —. Uncertainty around the coronavirus pandemic has led to an uptick in people wanting to finalize their will. Central Florida ...

Opus Wealth Management Group with $350 Million in Assets Under Management Joins Level Four ...

Providing a broad array of financial services, Level Four gives advice in retirement planning, tax planning, estate planning, risk management, ...

Leave A Legacy of Oswego County looks for people to invest in community

... was a part of a series of estate planning seminars with YMCA members and ... Zeigler urged people who want to give to discuss it with their financial ...

Amid pandemic, a rush for wills and end-of-life documents

Many are new clients who've never had a will, estate planning attorney Sam Hildebrand said. ... Then, news of COVID-19 and its toll began spreading.

Sales Tales with Todd Cassler: My top predictions for the next decade

... will converge as investors look for advice on how to generate tax and estate planning, longevity planning, and investment and income alpha.