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

Los Alamos Community Foundation Announces Formation Of Legacy Society

LACF NEWS. Los Alamos ... “Estate planning is an impactful way for those who have lived in our community to provide for its future. By entrusting gifts ...

UIC Law Announces Michaeline Gordon Memorial Scholarship Fund

Gordon was a successful estate-planning lawyer at Aronberg Goldgehn. She often advised business owners, families and individuals about wealth ...

Five blogs join the LexBlog Network with a heavy emphasis on business and financial litigation

... the Network, all falling along the same vein of business and financial law. ... Commercial Litigation Update provides timely news and resources on ... with their attorneys handling cases involving estate planning, elder law, and tax ...

Court Rules in Landmark Decision: Federal Tax on Crude Oil Exports Unconstitutional

The firm offers counsel in civil appeals, litigation, tax planning and tax controversy, ... estate planning and administration, intellectual property, international and ... .com:https://www.businesswire.com/news/home/20200924005789/en/.

Digital assets important part of modern estate planning

After determining what a digital asset can be, one should also know how to plan for them in an estate. Janovitz explained the Uniform Fiduciary Access ...