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

Local attorneys co-author book - Newton Daily News

Newton attorneys Randal Caldwell and Antonia Sicilia are co-authors of a recently released book for attorneys on Iowa Estate Planning.

Lawyers on Call: How to discuss with family estate planning - WBNG

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Focus on Finances: Resources for Financial Literacy and Business Planning - RISMedia

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CFO Mark Miles Sells 40000 Shares of Berry Global Group Inc (BERY) - Yahoo Finance

Executives may sell shares for various reasons, such as personal financial planning, estate planning, or liquidity needs. ... News · Videos · Yahoo ...

2024 Brings Estate Planning Opportunities, Significant Reporting Obligations - JD Supra

News & Insights. Popular; Labor & Employment · Finance & Banking ... Wealthy families should consider taking advantage of the favorable estate planning ...