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
Paradise Valley estate sets $13.3M record in guard-gated community - KTAR News 92.3 FMArizona Real Estate & Housing News ... Sponsored Articles ... Bright Wealth Management. Why estate planning is the foundation of a comprehensive ...
Five Big Estate Planning Mistakes — and Why You Should Act Now | Offit Kurman - JDSupraEach year, I revisit the most common estate planning missteps I see in my practice. These mistakes cost families time, money, and peace of mind.
5 types of people who might need a financial adviser in 2026 — and those who don'tMore than 40% of U.S. adults say they're likely to turn to financial advisers or planners when seeking money advice, according to a 2025 Gallup poll.
Safe Harbor Legal Solutions 01-03-2025 - My Bellingham NowPhil George of the Aging Hour on KGMI has his big New Year Extravaganza Estate Planning Seminar coming up on January 10th!
Tim Sechler Featured Speaker at Elder Law Bootcamp in Warrendale - EIN PresswireThrough focused sessions, Sechler covered asset protection, Medicaid and long-term care planning, and common estate planning pitfalls that affect ...