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

Prime Time: Doug Showalter March Column

We hope to live a long time, but I must admit that the barrage of news ... As part of the estate planning process, our attorney gave us each a booklet ...

Former Jet Brandon Copeland giving back again with 'life' webinar for NFL players

But my neighbors might be doing the same thing, they're just not in the news.'' ... ‚ÄúThat can be estate planning or having a grip on an investment plan or ... In the subsequent webinars, he will address real estate, stocks, taxes, ...

Advising Clients on Using a Backdoor Roth IRA

... and the flexibility that comes with Roth IRAs opens multiple estate planning ... Public Accountants' personal financial planning executive committee.

Does e-Signing avoid coronavirus?

What is Texas law actually saying about using electronic signatures for a will and estate planning documents? Thanks, we enjoy your columns. MMT.

Northern Trust Appoints Stephen Miyabe to Lead Pasadena Market

Previously, he was a trust and estate planning attorney representing ... Contacts.