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

'Kaestner' Ruling May Have Only Narrow Impact on Estate Planning

The Supreme Court's ruling in a North Carolina tax case was so fact-bound that it may have only a limited impact on estate planning and trust taxation, ...

Experienced Texas Attorney Stresses the Importance of Estate Planning in New Book

True estate planning is to try keep your memories and those you love alive for as long as possible," stressed Willingham. "The best estate planning ...

Rotolo, Bozanian, & Yi LLC Restructures to Meet Increased Demand

As of July 1, RB&Y will henceforth be classified as a boutique family, estate, and guardianship law firm. Founding Managing Partner, Elton John ...

Chemical Financial Corp (NASDAQ:CHFC) Stock Price While Sentiment Improves

Chemical Financial Corp (NASDAQ:CHFC) institutional sentiment ... Also, the number of hedge funds holding Chemical Financial Corp in their top 10 ... and custodial services; financial and estate planning; and retirement and ... Chemical Financial Corporation (NASDAQ:CHFC) news were published by: ...

Chemical Financial Corp (NASDAQ:CHFC): Institutional Investor Sentiment Up to 1.66

Chemical Financial Corporation operates as a financial holding firm of ... and custodial services; financial and estate planning; and retirement and ... recent Chemical Financial Corporation (NASDAQ:CHFC) news were published by: ...