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

Shumaker Partner David Rectenwald Recognized as Q1 2025 Lexology Legal Influencer

Legal Reader - Legal News, Analysis, & Commentary ... estate planning, wealth preservation, tax and insurance planning, and estate administration.

Waite Park, Sauk Rapids law firms merge - St. Cloud Live

... news release. ... Lund Ross started her law firm in 2014, focused on business, employment, real estate and estate planning, according to the release.

Ashburn man heads to prison for defrauding investors, losing millions - WUSA9

... financial planning. Over the course of several years, he convinced two ... Download the WUSA9 News App. Download on the App Store · Get it on ...

Trust & Will's 'Make It Count' Campaign Wins Creative Awards - Business Wire

Digital estate planning leader Trust & Will earns recognition for a campaign developed in partnership with TV agency Marketing Architects.

Advisors work to make sure oversized inheritances won't ruin their clients' kids

... estate planning can offer the level of control they want over their assets. ... Investment News. Copyright © 2025 KM Business Information US, Inc ...