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

West Community Calendar, week of July 23

CLA ESTATE PLANNING WORKSHOP — 2 to 5 p.m., Ponderosa Steakhouse, 1520 N. Spring St., Beaver Dam. Free workshop providing valuable ...

Business briefs, July 23, 2017

... part of the industrial base that supplies parts and services to Newport News Shipbuilding, the builder of the ship. ... Hartford; the Connecticut Estate and Tax Planning Council; the Estate Planning Council of Lower Fairfield County; ...

New Foundation is thinking outside the box

In addition to individuals donating through estate planning or wills, the city will also be in a better position to pursue grants for community projects.


Paul M. Schmidt is an estate planning attorney at the Boardman & Clark law firm in Madison. “Estate planning is an essential part of financial and ...

Missing from Retirement Income Planning: A Plan

Consumers want help with retirement income planning and most admit they ... In addition, clients who have a formal written retirement plan tend to ... Other desired training topics included information on regulatory issues (42%), estate planning (36%) and tax advice (36%). ... Sponsored financial news ...