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

2022 California Estate and Tax Planning Newsletter - Lexology

Any tax changes enacted in 2022 could have retroactive effect, again making estate planning this year much more complicated.

Wealthspire kicks off rebranding efforts in wealth management build-out - InvestmentNews

... financial conglomerate NFP, the parent of both Lenox and Wealthspire. ... asset management capabilities, and trust and estate planning teams.”.

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Trusts are becoming more common as primary estate planning instruments. As an estate planning attorney, I am often asked whether an individual ...

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Sarah received a $5.1 million medical settlement at age 4 after her head was damaged by forceps during birth. The money was held for Sarah in a ...

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A financial professional can recommend the plan that's suitable for your situation. Life and disability insurance – Many employers offer life ...