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

TheStreet Launches Retirement Daily with Veteran Financial Journalist Robert Powell

NEW YORK, April 25, 2018 /PRNewswire/ -- TheStreet.com, a leading financial news and information provider (a business unit of TheStreet, Inc., NASDAQ: TST), today announced the launch of Retirement Daily, a subscription-based service for those planning for and living in retirement. Edited by Robert ...

One of California's Top Retirement Planners, John P. Dubots, Offers Retirees Free Seminar To Cut ...

John P. Dubots, MPA is a nationally-recognized Financial Educator, Author, Speaker and Retirement Planner, whom you may have seen in Forbes and Fortune. Dubots is the Co-Author of 3 books, "Retire Abundantly: The Proven Principles To Create A Worry Free Retirement With Less Stress," "Secrets ...

Tax reform will have a significant impact on estate planning

The passage of the Tax Cuts and Jobs Act marks the most sweeping reform to U.S. tax law since 1986. The legislation makes significant changes to federal estate, gift and generation skipping transfer (GST) taxes, increasing the tax exemption amounts from $5.49 million to $11.2 million per individual (or ...

The unique nature of working with celebrity clients

"We recognize that they have unique estate planning needs, and they also need asset protection strategies because they have bull's-eyes on their backs, often involving frivolous lawsuits," he said. "They have to worry about things like palimony suits being filed against them, and prenups are critical." ...

The unique nature of working with celebrity clients

"We recognize that they have unique estate planning needs, and they also need asset protection strategies because they have bull's-eyes on their backs, often involving frivolous lawsuits," he said. "They have to worry about things like palimony suits being filed against them, and prenups are critical.".