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

Coming April 16: Greg Kurinec will host a free course on “Estate Planning” at OP library

In celebration of Financial Literacy Awareness Month, renowned financial expert Greg Kurinec is hosting a special program titled "Estate Planning: ...

Frazer Ryan Goldberg & Arnold LLP Introduces Estate Planning Strategy for ... - Yahoo Finance

Attorney Jonathon M. Morrison, leveraging his extensive expertise in estate planning, introduces the use of Optimized Charitable Lead Annuity Trusts ( ...

Crow Wing Energized offers free advanced care planning event - Pine and Lakes Echo Journal

... estate planning. Ashley Gage, a social worker with Crow Wing County ... news from various sources. If outside sources are used, it is noted within the ...

David Etzwiler - USNews.com

Prior to taking on leadership roles in the field of philanthropy, David practiced law, with an emphasis on charitable giving, estate planning, and non ...

Estate Planning: Guardian of the estate and the case of Jay Leno - WGN Radio

... News, Talk, Sports, Traffic, Weather, Business, Blackhawks hockey, Northwestern football and basketball. Listen · Schedule · News · Chicago Weather ...