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

How to prepare for potential changes as estate tax laws shift in 2025 - Milwaukee Business Journal

Latest News · Lists & Leads · Commercial Real ... The best plan is to consult with estate planning professionals for tailored, legally sound advice.

Plan & Prosper: Your Estate Planning Roadmap Presentation & Dinner - KPBS

Did you know that if you pass away and don't have an estate plan in place that the state can decide how your assets are divided up and may take a ...

Mantyla & Sabin recognized Best-in-State by Forbes - Midland Daily News

Forbes Best-in-State Wealth Management Teams recognizes financial advisors who demonstrate high levels of ethical standards, professionalism and ...

How to organize your financial life ahead of natural disasters - Midland Daily News

Attorneys emphasize importance of estate planning ... Warner Norcross + Judd Partner Danelle Harrington recommends that people not put off the process ...

Trump Names Acting Secretary for Department of Labor | PLANADVISER

... plan adviser news. ... Concentric specializes in providing wealth management services encompassing family wealth transfer and estate planning ...