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

Takacs McGinnis February 2023 - News Channel 5

Tim Takacs from Takacs McGinnis gives free advice regarding estate planning. You can visit Takacs McGinnis in person at 104 Wyncrest Way, Ste.

UNest and Wealth Announce Strategic Partnership to Market Financial and Estate ... - Yahoo Finance

"Our goal at Wealth is to simplify estate planning. ... version on businesswire.com: https://www.businesswire.com/news/home/20230208005275/en/.

What is Private Banking? - US News Money

Private banking involves many types of financial services, spanning different areas of wealth planning and management. "Private banking approaches ...

What's the right amount of life insurance to have? - CBS News

Who depends on you financially? · What's your debt situation? · How's your financial health? · What does your estate plan look like?

Is a Guardianship an Important Part of Estate Planning? - Legal Reader

Legal Reader - Legal News, Analysis, & Commentary ... A Nevada estate planning lawyer can assist clients to make sure loved ones are supported by ...