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

Local Advisor Completes Advanced Training from America's IRA Experts at Ed Slott and ...

Special to The Banner-News. ... training on advanced retirement account planning strategies, tax law changes and estate planning techniques.


Special Editions · All About Pets · Summer Lifestyles · Racing · Save, Serve & Protect · Spring Wheels · Home & Garden · Estate Planning · Just for Women ...

Wolters Kluwer recognized as a 2023 Customers' Choice for Financial Planning Software in ...

Your update on what's going on in the Fintech space. Keep up-to-date with news, valuations, mergers, funding, and events. Sign up today!

What is estate planning? - Yahoo Finance

Estate planning can come in a variety of forms, from basic beneficiary designations when you open a bank or brokerage account to more complex and ...

Bilingual caregiving nonprofit moves to new office in Chula Vista - The San Diego Union-Tribune

Financial Matters. Benefits & insurance · Legal & estate planning · Money & more · ... News for CaregiversLocalHealth. Newsletter.