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

Jesse M Hancox - The Press-Enterprise

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

Myths about estate planning - The Record Courier

An estate plan can also help to minimize estate taxes and avoid disputes among family members. Another common misconception is that estate planning is ...

What happens to your cryptocurrency's private key when you die? - Orange County Register

The first step is to create an estate plan. A trust can give your trustee access to the Hot Wallet, which can be used to distribute the crypto ...

Trying to decipher Medicaid and care as you age, or senior parents? Start here

... a probate attorney and chair of the Akron Bar Association's Estate Planning, Probate and Elder Law Section. ... News Across the U.S..

Take time each year to look at your financial and estate planning matters

Take time each year to look at your financial and estate planning matters. James Contini II. Special to The Times-Reporter. Jim Contini.