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

Brady Bunch marriage? Estate Planning Basics for Blended Families and Second ... - TAPinto

Get local news you can trust in your inbox. ​. This site is protected by reCAPTCHA and the Google ...

Wisdom to Wealth - Monday, Jan. 17 - WDTV

... of Beacon Wealth Management, John discusses estate planning documents. ... Wisdom to Wealth airs on 5 News at 5:30 every Monday, Tuesday, ...

Winter Storm Snow Totals + Rise In Pediatric Croup Cases | Cleveland, OH Patch

More from our sponsors — thanks for supporting local news! Events: 2022 Cuyahoga County Solar Co-op Online Info Session (January 20); Estate Planning ...

Why Did Almost Nobody See Inflation Coming? - Financial Advisor Magazine

Inflation is not nearly as bad as a financial crisis, ... Purpose For 'Bypass' Trusts In Estate Planning • The Best States For Raising A Family.

Tips to Navigate Your Parents' Evolving Needs and Finding Balance in the Chaos

If your children are planning to move back home with you after college, ... It has been prepared without regard to the individual financial ...