Fargo-Moorhead Area Foundation

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

Securityplus Federal Credit Union Announces Strategic Partnerships to Offer ... - Morningstar

... Estate Planning Services, Bridging a Critical Gap to Financial Wellness Among Minority Communities ... news-releases/securityplus-federal-credit-union- ...

Only 26% of Americans Have an Estate Plan | ThinkAdvisor

Retirement Planning Latest news, trends and ... Financial Planning > Trusts and Estates > Estate Planning ... estate plan. Sixty-five percent of those ...

As Seen on TV: RFD-TV agribusiness experts announce summer tax seminars

The duo will host two Farm Income Tax and Estate/Business Planning Seminars this summer. First, they are headed to the College of the Ozarks campus ...

International: Wealth planning in 2024 - Lexology

Congress found this estate planning strategy ... Visit InsightPlus to access insights and analysis on the latest news, legal developments and thought ...

FP Canadaâ„¢ and the Institute of Financial Planning jointly publish the 2024 Projection ...

For shorter-term financial projections (less than 10 years), financial planners may use actual rates of return on fixed-term investments held to ...