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

Guardianship important when dealing with disabled individual

Goldstein said there's two sides to supervision. There's accounting supervision, which regards financial matters, and personal supervision is also vital in ...

Mid-year review: 4 approaches to ensure your finances are on track | Brian Loy

The end of June is a good time for a financial checkup as it marks the halfway ... Your financial plan should drive your investment strategy and strategic ...

Scott Knox lends legal talents to LGBTQ clients, Cincinnati's equality fight

Knox started doing estate planning and discrimination cases and working with many LGBTQ clients. Scott Knox. Attorney Scott Knox celebrates Pride in ...

Explore the Concept of the Flywheel Effect in Financial Planning

How Does This Apply in Financial Planning? computing finances. The Flywheel effect can be useful not only from a behavioral perspective but also in ...

Citibank Named "Best Bank for High-Net-Worth Families" by Kiplinger's for Fifth-Straight Year

Kiplinger's highlighted a number of benefits available to Citigold clients, including: A dedicated wealth team to assist with banking, financial planning ...