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

Nash: Writing the last chapter - The Mendocino Voice

... News. (Bay City News). Which is how I found myself in probate court ... Debra DeCarli, an estate planning lawyer with offices in Mendocino and ...

Cordell & Cordell, One Of The Nation's Largest Family Law Firms, Promotes Christopher R ...

included trusts and estate planning, family law, and personal injury. ... News · Weather · Traffic · CBS4 This Morning · Indy Now · Sports · Marketplace ...

Common ways to create traps in planning | Community | paulsvalleydailydemocrat.com

Common ways to create traps in planning. By Dan Barney / Estate Planning ... News · Comics · Puzzles · Sports · Community · Opinion · Obituaries ...

Why Paychecks Aren't Enough Anymore β€” And What Your Team Really Wants Instead

Generic perks fall short β€” employees want tools for debt, retirement and estate planning. Personalized financial benefits show you value employees as ...

Planting the seeds for passing down farms - Mountain Xpress

β€œThe best time was 20 years ago, and the next best time is now.” like24 viewsNewsBeam Family FarmEstate Planningfarm sucessionLuke BeamNC FarmLink ...