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

Expert Advice: “Put a trusted 'quarterback' on your financial team.”

Your financial strategy will involve investments, taxes and estate planning, so you will likely need a financial advisor, a tax professional and an attorney. ... Additionally, you and your advisor can work with your tax professional on how your retirement plan contributions might affect your tax bracket.

Bressler, Amery & Ross Forms Senior Issues Group to Address Baby Boomer Financial Issues

The new Senior Issues Group includes 21 attorneys drawn from Bressler's insurance, securities, and estate planning and administration practice areas. Attorneys in the group work out of the firm's offices in New Jersey, New York, Miami and Fort Lauderdale, Florida and Birmingham, Alabama. Recently ...

Thomas "Tom" E. Greene III Has Been Recognized Among the Top in His Industry by the Expert ...

Today, Mr. Greene offers his private clientele guidance in the full range of asset protection services, including, business and estate planning and investment management. He also serves as ... The Expert Network has written this news release with approval and/or contributions from Thomas E. Greene III.

Emmanuel Miguelez Has Been Recognized Among the Top in His Industry by the Expert Network

Though the vast majority of his work involves helping families plan for their futures and deal with change through estate planning and probate, he has become adept at personal injury and ... The Expert Network has written this news release with approval and/or contributions from Emmanuel Miguelez.

Learn farm succession planning in Purdue Extension workshop

... by the Purdue Extension Succession Planning Team. The workshop, “Next Steps to Successfully Growing Future Farm Generations,” will be presented by attorneys and estate planning experts Michelle Adler of Bluffton, Tom Appel of Valparaiso, Dan Gordon of Bluffton and Jeff Washburn of Columbus.