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

How a Medicaid Trust Protects Your Assets

A Medicaid asset protection trust (MAPT) can be useful for estate planning if you believe you or your spouse will need long-term care at some point.

Estate planning, charitable giving presentations offered

It's easy to put off one's estate plan. Who wants to think about his or her own demise? But completing a thoughtful estate plan is an important task and ...

Rakowski, Saia merge small law firms

The new firm offers real estate law, wills, trusts, estates, estate planning, elder law, Medicaid planning, small business formation, lender representation, ...

Don't hide, or lose, your estate!

Today's show is about planning, understanding and managing your estate. ... What are examples of when I should revise my estate plan? A birth ... Mike Causey is senior correspondent for Federal News Network and writes his daily ...

Extension Office News: Living Trusts as An Estate Planning Tool

Extension Office News: Living Trusts as An Estate Planning Tool ... financial affairs, according to Montana State University Extension educators.