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

Advisers who pick stocks are hurting clients — and the value of their firms

I've been a financial planner and adviser for almost three decades, and it never ceases to amaze me how many advisers think they are adding value ...

Ways and Means Bill Extends Key Tax Credits, But Prematurely Lowers Estate Tax Exemption

Not only will the taxes imposed at death hurt farm and ranch businesses, financial uncertainty will hinder long-term business planning and estate ...

Bakke Law Office announces merger and new associate

Steve Bakke of Bakke Law Office in Forest City recently announced a merger with David Siegrist and Brian Jones of Siegrist & Jones LLP of Britt.

What Every Financial Advisor Needs To Know About The SECURE Act Of 2019

Under the SECURE Act, small businesses can receive a tax credit for retirement plan start-up costs up to $5,000. An additional tax credit of $500 a ...

New Book Discloses Little-Known Strategies for Reducing Taxes, Doubling Retirement Income ...

A new book launching this today, Win the War for Money and Success, discloses for the first time financial planning strategies known only to a handful ...