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

Origin Investments Launches Origin Exchange - PR Newswire

... estate-planning efficiencies at a fraction of ... estate planning. ... Real Estate · Image1 · Commercial Real Estate · Image1. Residential Real Estate.

Burford Capital CIO Conducts Routine Estate Planning -

... estate planning transactions i ... NewsSmart PortfolioExpert CenterTipRanksAI ... These transactions, which are a routine part of U.S. estate planning ...

IG Wealth Management Annual Estate Planning Study: Critical Gaps Exist in Canadians' Knowledge

Less than half of Canadians are familiar with several components of estate planning such as powers of attorney, wills, insurance and tax ...

Wallace Irving Reaume OBITUARY - Pasadena Star News

... estate planning in Pasadena. Survived by his wife of 55 years, Jacqueline; 7 children, Cheryl LeBeau ( Charles), Greg (Susan), Brad (Lorraine) ...

Robert McManigal Obituary - CA - Pasadena Star News

Bob practiced intellectual property, small corporation, and estate planning law. Bob and family moved to South Pasadena in 1942, where he was ...