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

Will Your Estate Plan Be Followed? - Forbes

I research/write about all facets of retirement/retirement planning. ... An estate plan can be too detailed or rigid. When that happens there's ...

Designate estate decision makers | Serving Minden-Gardnerville and Carson Valley

... estate planning process is the primary decision maker in any estate plan. ... News Group.

What happens when your unmarried life partner dies without a will? - The San Diego Union-Tribune

News · Local · Sports · Business · Opinion · Weather · Entertainment · Lifestyle · Real Estate · News ... estate planning attorney in Long Beach.

L. Roy Papp & Associates LLP Has $3.04 Million Stock Holdings in Vanguard Short-Term ...

This instant news alert was generated by narrative science technology and financial ... Complimentary access to SoFi Financial Planners. Purchase ...

3 tips for advisors to make sense of ESG investing | Financial Planning

And the good news is, there's many more options to deliver these portfolios to clients." For Peter "Pete" Krull, a longtime specialist in this area ...