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

Financial literacy seminar connects wealth, wellness at Scarlett Heart Lotus | | kdhnews.com

A Central Texas seminar brought financial literacy, estate planning and ... News Tip? Marketplace Deals. Most Popular ...

Dolly Parton's estate sues nephew over threats - Moneywise

Seaver also reportedly vowed to “destroy the entire (Parton) brand.” Thanks for subscribing! The money news that actually matters.

PLANNING AHEAD: How AI has and could change everything - The Mercury

News. News · Local News · Coronavirus · National ... She limits her practice to elder law, retirement planning, life care, special needs, and estate ...

Protecting a $2.7M inheritance from addiction - Moneywise

Follow us on Google for more Moneywise news. Add us on Google ... As Luciano Oliveira, LLM, an estate planning and probate lawyer, told ...

How can I make the IRS speed up my refund? - San Diego Union-Tribune

⛈️ El Niño concerns · Business. News. News Based on facts, either ... estate planning attorney in Long Beach. Solo practitioners and smaller ...