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

Register for Dining with Diabetes

30 are estate planning and passing on the farm or small business with Attorney Kyle Mandeville; and Code Red, a data storage tool to keep everything from important passwords to insurance information to farm rental agreements in one place. Join us again Feb. 8 for a presentation from Hoosier ...

Bonnie Kraham: Disability planning is vital in case of cognitive impairment

With the rising incidence of cognitive impairment for many people, also comes rising costs of health care and the need for elder law estate planning. In case of future incompetence, estate planning is important, but disability planning is more important. Estate planning is about leaving your assets to your ...

San Antonio wealth management firm merges with Dallas company

The combined company, which now includes 49 employees, will retain the Southern Wealth Management name, according to a news release. ... Southern Wealth Management provides financial and estate planning, business succession planning, tax consulting, compliance, filing of returns, investment ...

Alpine Bank executive earns credentials as certified financial planner

McCaslin's curriculum covered the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP professionals also agree to meet continuing education requirements. McCaslin joined Alpine Bank in 2007 and has ...

Estate planning workshops scheduled

Most of us work our entire lives providing for our families — food, shelter, values, tradition and, if we are lucky, possibly a family business or farm. While we hope we will be able to pass that heritage on, those very things we treasure — that family business or that land that has been in the family for ...