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

The largest farmland transfer in generations is underway - Michigan Farm News

“Without a formal estate plan, farm families risk losing both operational continuity and generational wealth. Poorly planned transitions can result in ...

Tax, Trusts & Estates Partner Yufei (Fei) Li Joins Dorsey in Seattle and Palo Alto

Fei advises U.S. individuals, multi-generational families, business owners, and entrepreneurs on estate planning, wealth transfer, and wealth ...

John Mouganis, One of Pennsylvania's Most Experienced Retirement Planning ... - Morningstar

... News · ACCESS Newswire. John Mouganis, One of Pennsylvania's Most Experienced ... Mouganis draws from his extensive experience in estate planning ...

Dorsey & Whitney Adds Yufei Li as Tax, Trust, Estates Partner - Daily Tax Report ®

... estate planning, wealth transfer, and wealth preservation matters. Her practice focuses on helping clients develop and implement estate plans that ...

Stone Point, Genstar Take Joint Ownership of $1.3T Ascensus - Wealth Management

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