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

Free financial planning workshops at Walnut Creek Library

By Sam Richards | | Bay Area News ... cyber security, estate planning and planning for nursing home expenses.

What Do You Leave Your Pet in Your Will? How About Diamond-Studded Collars and Thousands ...

Every so often it pops up, a news story about a pet cat or dog that is ... estate planning attorney Erach F. Screwvala of Screwvala LLC, knows that to ...

Web meets will: consider digital assets in estate planning

Trubiano said, “In an estate plan, it'd be perfect to have a blanket authorization with any digital asset. You're generally talking about personal codes ...

In estate planning for your minor children, think beyond just money

In estate planning for your minor children, think beyond just money ... Andrew Zashin writes about law for the Cleveland Jewish News. He is a ...

Don't keep planned gifts a secret

Most estate planning attorneys will ask you about your charitable plans, too. Maybe you want to leave a specific amount to charity. Or perhaps you ...