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 ArticlesSanta Ynez Valley Cottage Hospital Foundation elects new board members, officers
... the business, corporate, real estate and estate planning needs for clients. ... Valley after a career in commercial aviation and financial management.Pay taxes like the millionaire you (probably) are!
Regular followers of the news learned (again) and in great detail what most of us ... Changing estate tax rules and laws need to be understood — and, ... These changes could affect the income and estate tax planning strategies of ...Should Investors Have Multiple Brokerage Accounts?
Multiple accounts may also make sense for estate planning. Investment accounts allow an investor to name a joint owner or a pay-on-death ...New Crowe law digitizes hearings, signature process for wills
“The procedure for estate planning has lagged behind as technology advances,” Crowe said. “Many courts are capable of holding virtual hearings, ...Who Britney Spears Would Like To Take Over Her Conservatorship From Her Dad Jamie Spears
... process of removing Jamie Spears from the conservatorship, according to NBC News. ... Rubin has been specializing in estate planning since 2014. ... to make him a highly qualified choice for Britney Spears' financial well-being.