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

Money Smart Week has something for everyone in Green Bay area | Streetwise

Green Bay Press-Gazette business reporter Jeff Bollier, aka Streetwise, wants to hear from you with news on new businesses, openings, closings, expansions and ... Topics being covered include estate planning, homebuyer education, student debt management, reverse mortgages and basic financial ...

Area Calendar 4/22/18

Pork and beef barbecue fundraiser; 11 a.m.-2 p.m. Sunday, Good Shepherd Lutheran Church, 101 E. Garfield, Minier; host: church youth group; benefits: attendance at National Youth Gathering in Minneapolis. Estate Planning and Wills: Leaving a Legacy; 2 p.m. Sunday, Bloomington Public Library ...

Arkansas town celebrates its annual Folk Festival

Houma attorney John Sirois addresses Social Security, retirement and estate planning.. Free. Information: Brigid Laborie, (985) 876-5861, ext. 242. RELIC: Register for Readings in Literature and Culture, Terrebonne Main Library beginning at 1 p.m. April 30. Miki Pfeffer, author of "Southern Ladies and ...

Burke, Schultz, Harman & Jenkinson firm adds daughter, lawyer

“Generally, I enjoyed the estate planning aspect of it. I still do some estate planning, some estate administration. Part of that's because I know what to do and I can do it. As the baby boomers age, it's going to be a needed area,” Logan Burke said, mentioning she is the firm's only lawyer working in this ...

Kenosha County Veterans Services Office to host clinic on wills and power of attorney

In addition, married couples must sign up for two separate time slots for the day of the clinic. Each spouse will have their own time slot to work with separate attorneys. To sign up for the clinic and receive the estate planning questionnaire, contact Kenosha County Veterans Service Officer Ali Nelson at ...