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

PLANNING AHEAD: How grandparents can help with back to school expenses - The Mercury

... News. Business | · Former ... estate planning attorney the considerations whether your present financial condition is appropriate for gifting.

Wealth Advisers Must Ensure Estates Use Pre-Sunset Exclusion - Bloomberg Law News

Planning and audit prevention strategies can alleviate the burdens of estate and gift tax audits. Advisers experienced with tax, planning, ...

Hanft Fride Announces 2024 Super Lawyers - Duluth News Tribune

Jacob focuses his practice on estate planning, probate, trust administration and mediation, bringing abundant expertise to every case. Jennifer Carey ...

Wealthy Americans Need Estate Planning, But Are They? - MSN

Wealthy Americans Need Estate Planning, But Are They? Story by Brian J. O'Connor. • 10mo.

Estate Planning & Pet Guardianship Luncheon - San Diego Reader

Helen Woodward Animal Center invites you to learn more about estate planning techniques and important pet guardianship information to ensure the ...