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

Trust & Will's 'Make It Count' Campaign Wins Creative Awards - Yahoo Finance

MINNEAPOLIS, May 02, 2025--Digital estate planning leader Trust & Will earns recognition for a campaign developed in partnership with TV agency ...

Milton Scott Obituary - Bandon, OR (1936-2025) - East Bay Times

In 1973, he set up his law practice in Walnut Creek where he did estate planning and probate law for almost fifty years. He met his wife Marilyn ...

Business news: May 2 - The Northern Virginia Daily

Gochenour leads Virginia Wealth Advisors with over 25 years of experience as a financial advisor offering comprehensive financial planning and ...

Gifting to Manage Estate Taxes - Morning Ag Clips

With estate tax rules changing in 2026, it's time to review your estate plan ... COLUMBUS, Ohio — The federal estate tax exemption is set to drop ...

Joint ownership: Upcoming webinar unpacks one of Canada's most contested legal issues

Courts regularly hear disputes over gifts, rights of survivorship, estate planning, asset control, and financial abuse — making it clear that any ...