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

Daniel O. Hands is being recognized by Continental Who's Who

Specializing in estate planning and trust administration, Mr. Hands spends a considerable amount of time presenting seminars, extending his wealth ...

Annie's Project a big success in SE Colorado

They listened to female presenters from the area discuss family farm dynamics, insurance for families, estate planning, women and money, basic ...

Colorado hosts first Family Farm Transition Summit

Estate planning and farm succession are two of the most critical issues faced by farmers and ranchers in Colorado and around the world,” said Jeff ...

Callahan Financial Planning Opens Marin County Financial Advisory Practice in Mill Valley, CA

MILL VALLEY, Calif., Dec. 9, 2019 /PRNewswire/ -- Callahan Financial Planning, a fiduciary financial planning and investment advisory company, has ...

Reducing potential family conflicts

Last January, TD Wealth conducted a survey at the 53rd Annual Heckerling Institute on Estate Planning and asked the attendees a variety of questions ...