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

2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

Even though it's critical for your assets, family and legacy, estate planning tends to fall to the bottom of people's to-do lists. What new parent wants to ...

Choosing financial advisor during and after the pandemic

News provided by Mulberry Bow (trading name of MB Private Office Ltd - FCA# ... The Chartered Financial Planner qualification is difficult to obtain, less than a ... Financial planners, perhaps more than most other wealth managers, ...

Hugill & Ip extends its support to the Outreach Legal Talks Initiative

This year Hugill & Ip Solicitors is collaborating with OUTLET to organise a series of Estate Planning legal talks – held as webinars and live seminars.

Santa Ynez Valley Cottage Hospital Foundation elects new board members, officers

... the business, corporate, real estate and estate planning needs for clients. ... Valley after a career in commercial aviation and financial management.

Pay taxes like the millionaire you (probably) are!

Regular followers of the news learned (again) and in great detail what most of us ... Changing estate tax rules and laws need to be understood — and, ... These changes could affect the income and estate tax planning strategies of ...