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

Media Advisory/Interview Opportunity: IGM Financial Experts Available for Commentary on 2021 ...

Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel. IGM Financial is a ...

Estate Planning and Wealth Management 2021 – The Parabolic Shift

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Estate Planning and Wealth Management 2021 – The Parabolic Shift

The federal estate tax and gifting exemption for 2021 is $11.7 million per person. ... COVID-19 has also created many issues in estate planning.

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The good news is that Florida is one of the few states that legally ... To learn more about lady bird deeds and other estate planning techniques, call the ...

Former Australian Union Official Kathy Jackson Had Shares In Former Sydney Mayor's $27m-Estate

The estate included about AUD 7.6 million ($5.79 million) in Sydney ... him to have a voice in his estate planning deliberations “to an unusual degree”, the ... In Former Sydney Mayor's $27m-Estate appeared first on Zenger News.