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

Finding alternative investments for high-net-worth financial planning clients | Accounting Today

High-net-worth financial planning clients are looking for more options. ... A guest account gives you access to tax news — a small sampling of the ...

Retirement Savers Need Commission-Based Brokers: Survey - Financial Advisor IQ

Only around one in 10 retirement savers surveyed by the American Council of Life Insurers are very confident they could handle financial planning ...

Rockefeller, Empower Team Up for Retirement Plan Platform - Financial Advisor IQ

Rockefeller, Empower Team Up for Retirement Plan Platform ... Do you have a news tip you'd like to share with FA-IQ?

Justin Timberlake Sells Music Catalog Rights, Youngest So Far of Songwriters to Cash In

Married, with two small children, he obviously has an eye on financial independence and estate planning. Hipgnosis has been very splashy in the ...

With Baby Boomers aging, one San Diego nonprofit has a plan to meet their needs

News for Caregivers ... In its inaugural study and master plan for the region, the San Diego Seniors Community Foundation is proposing ways the ...