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

Will writing workshop helped attendees make a plan

The Texoma Plan Giving Council hosted a free workshop on Tuesday to help ... Two lawyers gave estate planning advice and answered questions.

Capital Group, sponsor of American Funds, launches savings accounts to help with disability costs

The plan is a boon to individuals and families that prefer a personal touch to financial planning and to advisers who envision incorporating ABLE plans ...

Burk seeks election as circuit court judge

He has represented financial institutions in approximately 35 counties ... disputes, personal injury, estate planning and probate practice, real estate ...

Ways to Protect Your Estate and Prepare for Your Future

Proper estate management is critical when working toward a more sound and ... Preparing for the future and adequately protecting your financial life take care ... laws take effect this year that could impact your estate-planning strategies. .... 2018 Flagstaff Business & Online News | Northern Arizona Local ...

People in the News—July 17, 2018—Stevens & Lee

Yandrisevits has experience with special needs trust planning and guardianships, and is a speaker on estate planning, estate administration, and ...