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

How and when to start estate planning

With more than 30 years in financial planning, Melissa D. Bane, senior private client adviser with Greenwood Capital Associates, says estate planning ...

Business Briefs

... a locally-based law firm, has over 55 attorneys providing a wide range of legal services in the areas of business and tax planning, estate planning, ...

Aanestad Law celebrates new location in Grass Valley

Aanestad Law also offers free monthly estate planning workshops in their ... "We practice in estate planning and trust administration," said Aanestad, ...

Founder of one of KC's largest law firms dies

His practice focused on estate planning, business succession planning, probate and trust, corporate law, nonprofit law and tax law. During his legal ...

Primary Financial's Richard Micliz and Carl DeMarco Appear on CBS to Discuss Impacts on ...

EDISON, N.J.--(BUSINESS WIRE)--Jun 21, 2018--Primary Financial, a leader in financial and retirement planning, announces the appearance of two ...