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

Wills, Trusts and Estate Planning - Oregon City News Events

WILLS, TRUSTS AND ESTATE PLANNING What is the difference between a will and a living trust? When do estates have to go through probate and what is ...

Focus rebrands 'hubs,' sets eyes on M&A in new year - Financial Planning

For reprint and licensing requests for this article, click here . Industry News Wealth management M&A Independent advisors Focus Financial Partners.

Contentious debate over the Comprehensive Plan comes to city council - KUOW

She's a native Pacific Northwesterner who grew up in Redmond, graduated from the University of Washington, and covered local news as a producer and ...

Hoboken's Two01 Salon Opening Second Location in Chatham this Month - TAPinto

... Estate Planning & Administration Column · Saiber LLC Estate Planning ... news you can trust in your inbox for FREE. + Add more towns. ​. Sign Up.

mori App Launch Draws Global Healthcare & Government Leaders, Setting New Standard in ...

... estate planning, and digital legacies. The company's mission is to ... EIN Presswire provides this news content "as is" without warranty of any kind.