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
Attorney John Levy shares how revocable trusts offer privacy and control of final wishes - CBS AustinDALLAS — While a last will and testament is a common choice for estate planning, it may not always be the best option, according to attorney John ...
Act Now or Wait? What the New $15M Estate Tax Exemption Means for You | Kerr RussellNews & Insights. Popular; Labor & Employment · Finance & Banking ... From an estate planning standpoint, the 2025 Act not only avoided a ...
An Estate Planner's Guide to the One Big Beautiful Bill Act (August 2025) - KaufmanNEWS & INSIGHTS | Firm News. Discover the latest updates and ... estate planning clients face. In addition to an increase in transfer tax ...
AZ Big Podcast: Sarah Clifford talks estate planning strategiesHome / Business News / AZ Big Podcast: Sarah Clifford talks estate planning strategies. Sarah Clifford is a shareholder at Gallagher & Kennedy ...
The Changing Landscape of Oregon Farm Succession Planning with the New Federal Gift ...News & Insights. Popular; Labor & Employment · Finance & Banking ... Your estate tax planning lawyer and your CPA can work with you to lay ...