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

Automated Trash Delayed In Cleveland Heights + Rape Suspect

Here's the local news you need to keep going. ... Add your business here. Events: Estate Planning Lunch Seminar (October 22); Add your event ...

New estate 'isn't fair on the kids' as parents clamour for GPs and dentists

Mark Kitts, managing director at Tawd Valley Developments said: ‚ÄúSafety is paramount to Tawd Valley Developments. Prior to planning approval, we ...

Residents take legal challenge over 698-bed student accommodation near UCD

The Board's decision further breaches the Planning Act's Part V ... Separately on Tuesday, the management company of an estate in Dundrum ...

The 10 golden rules of investing

Anyone can make money when the market is rising. But when the market gets choppy, investors who succeed and thrive are those who have a long-term plan ...

More Mask Protests Against Lakewood Schools + Football Rankings

(Cleveland 19 News); Youth theater season kicks off at the Beck Center for the ... Estate Planning Lunch Seminar (October 22); Add your event.