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

Estate Planning: Appreciating the differences between probate and trust administration

Estate Planning: Appreciating the differences between probate and trust administration. DENNIS FORDHAM: Posted On Saturday, 04 July 2020 02:15.

5 key indicators that a financial review is in order

A review of the financial plan can help determine if the goals are realistic ... News of a child on the way would mean one must start planning for their ...

Legal Ease: Reevaluating health care power of attorney and living will in a pandemic

I am honored to continue her column. I hope that I will make her proud as I continue to write about elder law and estate planning topics which were so ...

RHOA Producers Reveal What It Was Really Like Filming Kenya and Marc's Relationship

Cameras captured everything from the couple's tense moments to Kenya's estate planning to the sudden news of their separation. In fact, RHOA ...

Estate Planning for Same-Sex Couples: A Guide

Although the tax attorney and financial planner works with LGBTQ couples ... Her work has appeared on San Jose Mercury News, The Detroit News, ...