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

Bonnie Kraham: Importance of funding a trust

By avoiding probate, you save time and money, reduce the risk of family disputes over the inheritance, and keep your estate planning private. Wills are ...

Community News and Notes

The five-day conference attended by more than 12,000 people covered topics such as investment and retirement planning, estate planning, wealth ...


Estate tax repeal hasn't been part of the conversation surrounding tax ... And, as reported by my news colleague Colleen Murphy, Orrin Hatch, Chair of ... This writer thinks it is – so the estate planning bar can breathe a sigh of relief.

Debunking six gift-tax myths

There are sophisticated estate planning strategies that can leverage the exemption many times over. There are even devices that can zero out the gift ...

William R. Gibbs Joins BNY Mellon Wealth Management as New Wealth Director in Seattle

In this role, he provided investment and wealth planning advice to high net-worth ... He is a member of the East King County Estate Planning Council and a ... newsroom at for the latest company news.