Clarkston Capital

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

Chisago Age Well to offer end-of-life planning classes | News | isanti-chisagocountystar.com

Beckman's presentation will touch on estate planning, palliative care vs. hospice care, Medicare vs Medicaid, what is a death doula, benefits of ...

More myths about estate planning | Community | paulsvalleydailydemocrat.com

There are many misconceptions that are widely held regarding various aspects of estate planning. It is surprising how often people seek counsel to ...

How to start estate planning to prevent family quarrels

Contextualizing the finance news you need to know. ... Mitch Mitchell, estate planning associate counsel at Trust and Will, says “right now” is ...

April 2023 - Journal of Accountancy

News and in-depth features about tax, accounting, auditing, ... or postponing income and deductions; and retirement and estate planning.

BOJH's Trust and Wealth Partners has a 'client and community focus' - Buckrail

On the trust side, clients will receive trustee services that leverage the advantageous Wyoming trust laws for their financial and estate planning ...