Private Wealth Management, U.S. Bank

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

September events at the Senior Center

Understanding Basic Estate Planning Terms: 1 p.m. Sept. 20, B07. Attorney Dale Tamburro will discuss the estate documents, organizing paperwork, ...

Estate planning: What you need to know to avoid the worst

Poor estate planning can cause a rift in the family, can lead to circumstances where a sudden windfall is misspent, or can allow a financial planner to ...

Community News and Notes

Community News and Notes ... University Wexner Medical Center on sleep and Parkinson's Disease, and attorney Mike Bryan on estate planning.

Does Your Firm Merit An “Advisor Appreciation Day”?

Financial advisory firms occasionally sponsor a client appreciation event to express their gratitude for their clients' trust and to reinforce the value of ...

Estate planning: Fairness is in the eye of the beholder

As news of Mr. Harrison's death spread, so did gossip related to his decision to disinherit ... In preparing an estate plan, difficult questions can arise.