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
Digital Deceptions: Estate Planning In the Age of Deepfakes - Wealth Management... estate planning? ... Tom Gerken, “MrBeast and BBC Stars Used in Deepfake Scam Videos,” BBC (Oct. 4, 2023), www.bbc.com/news/technology-66993651.
Estate Planning Tips Every Blended Family Needs To Know | The WealthAdvisorAttorney Harry Margolis explains estate-planning must-haves for second marriages and nontraditional families ... News · Inflation Survival Advisor ...
Global thought leader visits Campbell River to discuss estate planningDeans also explored the legal and financial aspects of estate planning ... News · Business · Community · Life · Entertainment · Sports · Opinion ...
Williams Mullen Welcomes Nine New Associates Across Five Offices11.18.2025 Firm News ... Freyre focuses his practice on estate planning and trust and estate administration for individuals, families and business ...
AICPA honors service and professional contributions in tax - The Tax AdviserAuerbach, who has given 23 years of volunteer service to the AICPA, according to a news ... Recent developments in estate planning · The Sec. 645 ...