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

Liza Horvath, Senior Advocate: Does my trustee need to post bond? - Monterey Herald

... News · News · Local News · News Alerts · Crime and Public Safety · Courts · Business ... Trusts are wonderful tools to use in estate planning in that ...

Weekly Roundup April 14-20 - Retirement Daily on TheStreet

Catch up on all the news and advice in this week's Retirement Daily ... Catch up on all the news ... Unmarried? Young? Here's Why Estate Planning Still ...

Kenilworth planning roundup: Roundabout, 250 homes and industrial estate | Local News

Kenilworth planning roundup: Roundabout, 250 homes and industrial estate. By James Smith. 20th Apr 2024 10:25 am | Local News. (Updated: ...

Apr 30 | Essential Estate Planning for Everyone | Woodbury, CT Patch

Tuesday April 30, 2024: Estate planning is so much more than just making a will. Join us for a complimentary presentation by Attorney Maggie...

PBS North Carolina Estate Planning Webinar | Belmont Shore, CA Patch

Real Estate News · See all communities · Advertise ... Estate Planning. Charlie will share the wisdom ... Click Estate Planning and the PBS NC Legacy ...