Gresham Partners

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

Don't Panic About Interest Rates - Financial Advisor Magazine

The panic of the day is the news about interest rates. ... Best States For Raising A Family • A New Purpose For 'Bypass' Trusts In Estate Planning.

To Your Health: Resolve to Make End of Life Decisions - KRCU

As a recent article in US News and World Report states, “Estate planning isn't just for rich people; it's an opportunity for people of any age to ...

Paper Proposes Low-Cost Way To Bring Financial Advice To Masses

A new report offers financial advisors a low-cost strategy for delivering retirement planning to the wide population of people who have limited ...

Firm promotes two attorneys to shareholder role | Business Observer

She focuses her practice in the areas of estate planning, estate and trust administration, business succession and tax planning and has ...

Chamber hosting "Death and Money" workshop Saturday | Local News | fhtimes.com

Subjects covered will include advance directives, estate planning, financial literacy as it pertains to the stage in life before death, ...