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

401(k) fees are lower but still hard to understand. Planners can help - Financial Planning

The fees paid by 401(k) plan participants are falling and their investment fund menus are growing. But participants still may not understand the ...

Upcoming free workshop: Key conversations to have with your aging loved ones around the holidays

Join three local professionals to learn about estate planning, long-term care, and more at free event ... Sign up here for daily news. * indicates ...

How to write a living will - Tri-County News

If you're interested in making an entire estate plan that will include your will and/or trust, power of attorney, and advance directive, there are ...

Millionaires Make These 7 Year-End Money Moves: You Should Too

Strategic financial planning is key, especially as the year comes to a close. The good news? These smart moves aren't exclusive to the ultra-rich—they ...

Now Streaming: “My Money Planners” Features Financial Makeovers for Real Families

... financial literacy and planning. ... planning, tax planning, retirement planning and estate planning. ... More News RSS feed for Robbins Arroyo LLP.