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

McGuffey to host Medicare/Medicaid seminar

An attorney and a Medicare/Medicaid expert will be on hand to discuss Medicare laws, estate planning, tax information, signing up for Medicare and ...

On a 3-2 Planning Commission vote, O'Brien Estate winery cleans up Napa County code violations

O'Brien Estate winery located adjacent to the city of Napa's northwest edge has won Napa County's blessing for visitation already taking place, but not ...

What's Propelling Ladenburg Thalmann Financial Services Inc (NYSEAMERICAN:LTS) After ...

The short interest to Ladenburg Thalmann Financial Services Inc's float is ... estate and financial planning, wealth management, and custody services. ...'s news article titled: “Bioceres and Union Acquisition Corp.

Terrebonne libraries: Get ready for the Battle of the Books

Estate and elder care law attorney John Sirois will host a free estate planning workshop 4-8 p.m. April 3 at the Main Library in observance National ...

It's been a crucial week for Mattioli Woods plc (LON:MTW); here's what analysts have to say.

... planning services, such as wealth building, trust planning, inheritance tax and estate planning, exit planning, and executive financial planning.