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

I can't pay my tax bill: Are there any options for me at this late date? - Florida Today

His firm specializes in IRS audit and collections representation, real estate and medical taxation, year-round tax planning and tax preparation in ...

Generation-Skipping Transfer Tax Basics - Yahoo Finance

If you have ever sought the advice of an estate planning professional, you've probably heard of the generation-skipping transfer tax (GSTT).

United States: US Tax Considerations And Planning For Investing Abroad - Mondaq

You have probably heard that the House Ways and Means Committee released proposals for increasing gift and estate taxes in order support legislation ...

Structuring Investments Into The U.S. - Tax - United States - Mondaq

Ms. Gerber and Ms. Elliott also looked at U.S. federal income tax planning and estate tax planning through choice of entity planning, ...

Estate planning, how to get started and why it's important

Patrick Hicks, an estate planning attorney with Trust and Will joined Good Day LA to share how and why we should set a plan in place.