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

Literacy for Life receives donation from Sargen bequest - Atascadero News

“Jim was always very supportive and an advocate for adult literacy, but we didn't know he had included us in his estate planning.”.

Buttoning up your finances for a layoff - Financial Planning

Losing your job sets into motion a series of financial twists. ... A subscription includes all news and analysis, exclusive research reports, ...

Will Divorce Destroy Your Retirement Savings? - Yahoo Finance

Estate Plans Will Shift. In addition to nailing down the division of assets, divorcing couples also must determine how to handle estate planning ...


Atria Wealth Solutions Inc. has recruited financial advisers Edwin Milner, ... including estate planning, tax consulting and return preparation, ...

Planning Your Estate? What to Ask Before You Name an Executor - JD Supra

Benjamin Franklin once said that nothing is certain except for death and taxes. For many people, the awareness of the first certainty spurs them ...