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

Virtual workshop set to help farmers prepare for future | News | wlfi.com

The "Estate and Succession Planning for the Family Farm" workshop will be hosted by the Indiana Agricultural Law Foundation.

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Cherokee Ledger-News, The (GA) ... minimum distributions and use it as an estate planning tool to provide a tax-free inheritance for your heirs.

Anna Fedosova-Caldera Named Chief Fiduciary Officer at Sunstone Trust ... - Yahoo Finance

She is a member of the Orange County Estate Planning Council and the Society of ... https://www.businesswire.com/news/home/20220627005166/en/.

Anna Fedosova-Caldera Named Chief Fiduciary Officer at Sunstone Trust Company, in Irvine

Ms. Fedosova-Caldera is a top-ranked financial advisor with an impressive ... She is a member of the Orange County Estate Planning Council and the ...

Oasis Wealth Planning Advisors, LLC Combines With Winkler Financial Planning

EIN Presswire, Everyone's Internet News Presswire™, tries to define some of the boundaries that are reasonable in today's world. Please see our ...