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

Ex-car dealer, Historic Commission clash

He noted he's "working on estate planning" for his children, who live in the Louisville and ... He said he's not planning any changes to the properties.

To Your Good Health | Cognitive impairment after surgery is not uncommon in seniors

ROACH: I am a 67-year-old estate planning attorney. ... your willingness to bring up this important issue, and I wish I had more optimistic news for you.

Dr. Roach: Cognitive impairment after surgery is not uncommon in seniors

Dear Dr. Roach: I am a 67-year-old estate planning attorney. Last year ... to bring up this important issue, and I wish I had more optimistic news for you.

Partner Announcement - Isaac Wiles Burkholder & Teetor LLC

John Perkins, Partner - Business, Tax and Real Estate ... William Browning, Partner - Estate Planning, Elder Law and Special Needs Planning

Partner Announcement - Isaac Wiles Burkholder & Teetor LLC

William Browning, Partner - Estate Planning, Elder Law and Special Needs ... He also handles traditional estate planning as most of the families he ...