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

Liza Horvath, Senior Advocate: The trustee will not give me my money - Monterey Herald

Never make a financial commitment based on a future inheritance. Liza Horvath has over 30 years of experience in the estate planning and trust fields ...

The Biggest Money Mistakes New Parents Make - Investopedia

Smart financial planning is a must when you're having a baby. Learn the biggest money mistakes new parents should avoid.

Your money in the metaverse: How the future of investing and financial planning could be reshaped

If the future is the metaverse, it would be beneficial to establish literacy and integrate metaverse-geared investments into financial plans.

BoE's Bailey Opposes Treasury Plan to Overrule Financial Regulators - Sky News

BoE's Bailey Opposes Treasury Plan to Overrule Financial Regulators - Sky News ... (Reuters) - Andrew Bailey, the governor of the Bank of England, ...

Jul 2 | Estate Planning for Your Loved Ones - Webinar | Los Angeles, CA Patch

Saturday July 2, 2022: About this Event Our firm cordially invites you and a guest to attend this special estate planning workshop, where we...