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

So, You Have an Estate Plan ... Now What?

You've been meaning to create an estate plan for a long time — and now you finally ... Your estate plan should take into account how you own your assets. ... The good news is that a valid document (such as a will, durable power of ...

FEATURE-Will power: Could property inheritance help close US 'wealth gap'?

Financial experts warn that the lack of estate planning among U.S. .... the charitable arm of Thomson Reuters, that covers humanitarian news, women's ...

New Platform Makes Estate Planning Easy and Accessible to Everyone

Nationwide — Gentreo™, the leader in elder care and estate planning, was created specifically to help consumers effortlessly create, store, and share ...

Farm and ranch succession planning workshop to be held in York

YORK – The Aurora Cooperative and Nebraska Extension are teaming up to provide succession and estate planning workshops tailed to address the ...

Research Analysts Offer Predictions for IGM Financial Inc.'s Q3 2019 Earnings (TSE:IGM)

IGM Financial Inc. (TSE:IGM) – Equities researchers at Desjardins ... The company also offers financial planning services, including investment, tax, ...