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

MoneyGuide Dash and the Push to Bring More Clients Into Planning - Wealth Management

Financial planning is becoming more transparent, more tech-enabled and more central to the advisor-client relationship.

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Planning for Life: How to Secure Your Family's Future - YouTube

Congratulations to the Law Office of Keoni Souza LLC -- a finalist in the Estate Planning category for the 2026 Best of Hawaiʻi Viewers Choice Awards!

DAL Law Firm: 5 estate planning conversations millennials need to have with their parents, part 5

... planning conversation, which was where your parents keep their original estate planning documents. ... May 19, 2026. In "Burien News". SKM DALLawPOA26 2 ...

Shannon Laymon Pecoraro talks digital assets & Estate Planning on Coast Live - WTKR

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