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

Fifth Third Partners With Trust & Will To Offer Free Wills To All Customers - RTTNews

... estate planning platform. Fifth Third's partnership with Trust & Will ... news flow this week. Quarterly GDP data from the U.S. reflected the ...

Fifth Third gives customers free access to wills | Banking Dive

... estate planning platform Trust & Will. The Cincinnati-based regional ... Banking Dive news delivered to your inbox. Get the free daily ...

Fifth Third Becomes First Bank to Offer Free Wills to All Customers - Yahoo Finance

... estate planning as a relationship-deepening driver of financial wellness. ... Mortgages Credit Cards Sectors Crypto Heatmap Financial News. About.

Fifth Third Becomes First Bank to Offer Free Wills to All Customers - Business Wire

... estate planning into their client services, enabling multi-generational wealth planning. ... News Release DistributionNews Release Optimization ...

CFP® Salaries: What You Can Really Expect to Make - Sacramento Bee

U.S. News ranked financial planners as the #2 best business job and #13 for the best job overall, making it a career worth pursuing beyond salary ...