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

WA Senate rolls out plan to cover $1 billion transporation budget gap - KUOW

She's a native Pacific Northwesterner who grew up in Redmond, graduated from the University of Washington, and covered local news as a producer and ...

Trustee's Standing in Estate Distribution: A Legal Analysis of Estate of Barry Tarlow

News & Insights. Popular; Labor & Employment · Finance & Banking ... estate planning process and necessitate more extensive legal advice.

Private Client Services - CBIZ

In the News ... Our approach is built on four key pillars: Family Office, Personal Income Tax, Estate & Trust Planning, and Charitable Planning.

Senate Republicans move forward with their budget plan to promote Trump's agenda

Wills and Estate Planning · Become a Supporter · Broadcast Society · Business ... news on politics & government, the environment, arts & culture ...

Georgia Plan for Tort Reform Passes Second Part - FindLaw

It does not prohibit all third-party funding, good news for law firms hoping to get financial assistance with the costs of bringing a lengthy lawsuit.