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

BoE's Bailey Opposes Treasury Plan to Overrule Financial Regulators - Sky News

BoE's Bailey Opposes Treasury Plan to Overrule Financial Regulators - Sky News ... (Reuters) - Andrew Bailey, the governor of the Bank of England, ...

Jul 2 | Estate Planning for Your Loved Ones - Webinar | Los Angeles, CA Patch

Saturday July 2, 2022: About this Event Our firm cordially invites you and a guest to attend this special estate planning workshop, where we...

Avoiding probate: What is the best option for my out-of-state vacation home? - Florida Today

Lacey concentrates his practice in the areas of estate planning, probate, asset protection, elder law, Medicaid planning and trust administration.

Save your family grief by having a will ready | Opinion - Wharton Journal-Spectator

Gathering financial documents and organizing a loved one's final affairs can ... If your loved one had been working on their estate planning, ...

Investors to wealth managers: What should I do with this crypto I own? | American Banker

... of product for Flourish, said at Financial Planning's Invest conference. ... Memberships include access to news, analysis, research reports, ...