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

Estate planning session set for May 31

SHERIDAN — An estate planning workshop and dinner will take place May 31 from 6-8 p.m. at Sheridan College. Learn tips from University of ...

Claims involving a decedent's estate

How are debts and other claims against a decedent's estate handled in ... is a state bar-certified specialist in estate planning, probate and trust law.

Cadence Bancorp (CADE) and City (CHCO) Financial Analysis

Cadence Bancorp (CADE) and City (CHCO) Financial Analysis .... and corporate trust and institutional custody, financial and estate planning, and ...

Insurance agent from Thousand Oaks honored

Rosenberg, an agent since 1986, is the former president of both the Conejo Valley Estate Planning Council and Woodland Hills Estate and Tax ...

3 Mistakes to Avoid When Working with a Financial Adviser

By my own, totally unscientific, estimate, the portion of the population who have the time, talent and temperament to do their own financial planning ...