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

Mind on Money: Estate planning should be considered along with financial planning

When a family is engaged in the process of selecting a planning and investment advisory firm it is often a good time for them to also pay ...

Estate Planning for Generational Wealth - Jamaica Observer

Let us explore three estate planning tips to sketch your family's financial security on a more durable canvas. Take account of assets and manage your ...

Agricultural Tax Issues Course, June 21st | Morning Ag Clips

... Tax Issues Book | Cornell Tax Conferences – News from the Director. ... lecturer in the area of business, succession, tax and estate planning.

Succession Planning Perils for the Mega-Rich – Navigating the Challenges of Wealth Transfer

While immense wealth affords many opportunities, it also comes with the burden of carefully navigating the intricacies of inheritance, estate taxes, ...

Jesse M Hancox - The Press-Enterprise

and Paso Robles. Jesse's practice emphasizes estate planning, trust administration, business succession planning, and general business matters.