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

Arizona Court: Non-Lawyers Allowed to Invest in Law Firms

This month, Payne's firm and Trajan Estate, a legal service provider focused on estate planning, were the first to be approved. While other states, such ...

Who's on your team? It takes a village to organize the finances

Many people have multiple professionals — from financial planners to lawyers to tax ... Additionally, the estate planning documents were updated.

Pending legislation to watch: Proposed changes upend estate planning

The proposed changes are so drastic and impactful on estate planning and probate that you need to know what is out there. The top four areas to ...

Financial steps to take when dealing with Alzheimer's

If you observe signs of a loss in judgment related to financial matters, additional action may be ... Check with an estate planning attorney for help.