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

INSIGHT: Year-End Planning Amid a Year of Uncertainty

Alvina Lo of Wilmington Trust outlines some year-end planning considerations for estate tax, income tax, and charitable gifting. This year will likely go ...

Betsy England Joins White Oaks Wealth Advisors as Wealth Manager

In her new role Betsy will provide financial planning assistance and advice. ... She is currently pursuing her CERTIFIED FINANCIAL PLANNER™ ...

Los Alamos Community Foundation Announces Formation Of Legacy Society

LACF NEWS. Los Alamos ... “Estate planning is an impactful way for those who have lived in our community to provide for its future. By entrusting gifts ...

UIC Law Announces Michaeline Gordon Memorial Scholarship Fund

/EIN News/ -- Chicago, Illinois, Sept. 24, 2020 (GLOBE ... Gordon was a successful estate-planning lawyer at Aronberg Goldgehn. She often advised ...

UIC Law Announces Michaeline Gordon Memorial Scholarship Fund

Gordon was a successful estate-planning lawyer at Aronberg Goldgehn. She often advised business owners, families and individuals about wealth ...