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

M-T Rec Department holding estate planning course | Ozaukee Co. News - GMToday.com

MEQUON -— The Mequon-Thiensville Recreation Department will hold a free estate planning workshop from 9 a.m. to 10:30 a.m. Tuesday at the Range ...

Life insurance questions seniors should be asking in today's economy - CBS News

It may also help to consult an estate planning attorney to ensure your policy ownership and beneficiary choices work with your estate plan. "Can ...

Trump's 'Big, Beautiful Bill' Is a 'Mixed Bag' for Advisors - The Daily Upside

Financial Planning · Industry News · Investing Strategies · Practice Management · Wealthtech · Advisor Upside | Industry News. Trump's 'Big, Beautiful ...

JPMorgan names insider David Frame global CEO of private bank - Reuters

Beyond managing investments, private banks offer lending, estate planning ... Access unmatched financial data, news and content in a highly ...

Steward Partners expands in California with $1.1 billion RIA acquisition - InvestmentNews

The firm, launched in 2010, has built its business around comprehensive financial planning that integrates tax, estate, and investment strategies.