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.

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Advising Clients on Using a Backdoor Roth IRA

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Does e-Signing avoid coronavirus?

What is Texas law actually saying about using electronic signatures for a will and estate planning documents? Thanks, we enjoy your columns. MMT.

Northern Trust Appoints Stephen Miyabe to Lead Pasadena Market

Previously, he was a trust and estate planning attorney representing ... https://www.businesswire.com/news/home/20200330005561/en/. Contacts.

Investment fee transparency: Are you overpaying?

Investment fee transparency: Are you overpaying? Tanya Wilson of Raymond James shares advice on choosing a financial planner. Mar. 30, 2020 6:00 ...

In Rocky Market, Collectibles And Gold Bring Tax Implications

... senior vice president and estate planning strategist at BNY Mellon Wealth ... enrolled agent and RIA at Armstrong Financial Strategies in Cheshire, ...