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

HeplerBroom law firm ranked a Best Law Firm by US News & World Report

HeplerBroom was founded in 1984 and has practice areas including asbestos litigation, estate planning and environmental law. The firm has expanded throughout the Midwest with locations in Chicago, Crystal Lake, Springfield, Edwardsville, St. Louis, and Hammond, Ind. “Receiving a tier designation ...

Baby Boomer Expert Attorney Vanessa Terzian, Joins Upcoming Multi-Author “Ask the Experts” Book

Estate Planning Attorney Vanessa Terzian provides her knowledge in the upcoming, multi-author book, Ask the Experts, The Unique Benefits of Working with Top Professionals. Several other contributors join Terzian, and each is responsible for a chapter in the book. Each contributor provides their best ...

Accomplished Financial Advisor Eszylfie Taylor Joins Upcoming Multi-Author “Ask The Experts” Book

The publishing date for the book is December 2017 and it is made up of chapters featuring top experts in the fields of finance, real estate, lending, insurance, legal, and estate planning. Taylor shares his expertise along with the other contributors, and his chapter focuses on what it really takes to have a ...

Veteran CPA, Chuck Stanislawski, Joins Upcoming Multi-Author “Ask the Experts” Book

The book is set for publication December 2017 and contains chapters featuring top experts in the fields of finance, real estate, lending, insurance, legal, and estate planning. Stanislawski is a 30-year-veteran CPA, and uses this opportunity to teach readers how to reduce the pain of paying taxes while ...

Business Insurance Expert Dana Dattola Joins Upcoming, Multi-Author “Ask the Experts” Book

The book is set for publication in December 2017 and contains chapters featuring top experts in the fields of finance, real estate, lending, insurance, legal, and estate planning. Dattola shares her expertise and covers the importance of an annual insurance check-up. Dattola spoke about her inclusion in ...