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

Extension Of Lifelong Learning

Over the course of her career, she has presented more than 800 workshops reaching 25,000+ Montanans with financial and estate planning ...

Roundup of law firm hires, promotions and departures: Oct. 28 update

Based in Toronto, Botsford's practice centres on will and estate planning, ... Submit all your law firm news, including appointments, moves and other ...

Lido Advisors Continues Growth with Dani Comart Joining as VP Private Client Services

... pre-transaction planning, trust and estate plan optimization, goals-based financial planning, day-one liquidity preparation, portfolio construction and ...

Estate Planning: Is it time for the “Talk”?

We did that with Steve and Janelle and helped them develop a plan to deliver startling news to their adult children: “we love you very much, but you ...

KBRA Assigns Preliminary Ratings to Gracie Point International Funding 2020-B, Series 2020-B

Gracie Point's clients are high net worth individuals, procuring or having procured life insurance for estate planning or business purposes.