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

Estate planning maximizes savings, benefits

Since medicaid requires reimbursement for services upon death, estate planners can help individuals protect and maximize their estate with advance ...

Merrill Lynch Ramps Up Wealth Unit as Rich Clients Flock to Florida

... clients, providing advice on a range of financial services from investment management, mortgages, art and yacht lending to tax and estate planning.

Local expert offers advice on retirement planning for Ohioans

In 2020, Ohio was ranked the seventh cheapest place to retire by the financial news website 24/7 Wall Street. Despite that, Bibbo warns clients not to ...

Douglas Boneparth's Relentless Marketing Is Paying Off

Managing client assets of nearly $90 million, he attributes the good news to ... In the interview, maintaining that ‚Äúdemand for financial advisors is the ... He is also a Certified Financial Planner Board of Standards ambassador for New ...

Ready to Start Adulting? 10 Steps to Retire the Right Way

The bad news is that if you are living in retirement by withdrawing from ... Estate planning is a term broadly used to describe a variety of end-of-life ...