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

Mercer Island contemporary waterfront home lists for $10.5M - Puget Sound Business Journal

1, Windermere Real Estate, $22.09 billion. 2, Keller Williams Northwest Region, $11.21 billion. 3, John L. Scott Real Estate, $8.97 billion.

Michael Mina names chef to lead Bourbon Steak in Seattle - Puget Sound Business Journal

Here's Silverstein's plan to sandwich a high-rise between 2 Seattle restaurants · Keep Reading for only $4. Already a subscriber? Log in.

Women are Taking the Lead with Their Finances (And Retirement) - HerMoney

Financial planning is key to making this happen and women are very ... But there is good news: Women are in the driver's seat when it comes to ...

Tim Penny: Keeping your farmland in production after retirement and beyond - Austin Daily Herald

With help from their estate planning attorney they created a plan that will keep the family's 145 acres in production after they're gone.

Estate plans will need more than just a will - The Woodstock Independent

When I write or speak about estate planning, I spend little time talking about wills. How can I neglect that topic? Isn't a will the most critical ...