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: California's more generous homestead exemption - Lake County News

In 2021, California significantly increased the protection under the “homestead exemption” and the “homestead declaration.”

You need estate planning too: National Estate Planning Week | News | grandrapidsmn.com

Have you been thinking about your own legacy and how you can make a difference to a loved one or a charity? National Estate Planning Awareness ...

Oct 23 | Estate Planning for Your Loved Ones - Webinar w/ Live Chat Q&A | Los Angeles, CA Patch

Get your estate planning questions answered by an experienced estate planning attorney during our upcoming webinar with Live Chat Q&A.

Retirement Planning? Don't Forget to Review Plans for Special Needs Children. | Barron's

Forgetting to do so, experts say, can be costly from a benefits and estate-planning perspective and can have unintentional repercussions on your ...

How To Have Effective Conversations About Death - KQED

Liza Hanks , certified specialist in estate planning, trust administration and probate Law, attorney; author, “The Family's Guide to Wills and Estate ...