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

William R. Gibbs Joins BNY Mellon Wealth Management as New Wealth Director in Seattle

In this role, he provided investment and wealth planning advice to high net-worth ... He is a member of the East King County Estate Planning Council and a ... newsroom at for the latest company news.

Dakotafest exhibitors educate on how to navigate the complexities of estate planning

"Estate planning for farmers is different," Voss said Wednesday at Dakotafest in Mitchell during a seminar. "The farm means so much for those who ...

Asset Protect One's John Goodhue and Brian Gray Awarded the Advisors of the Year Award by ...

The firm offers a range of services including income planning, health care and long-term care planning, tax efficiency planning, and financial estate ...

BMO Wealth Management Appoints New National Head of Banking

Estate planning requires legal assistance which BMO Harris Bank N.A. and its affiliates do not provide. Please consult with your legal advisor.

Community news

Community news ... The White Oak Library District will present an Estate Planning Workshop program from 6:30 to 7:30 p.m. Aug. 24 at its Lockport ...