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
Ending the Year Strong: Closing the Gap Between Intention and Legacy - The Washington InformerNews Open dropdown menu. National · World · Our House DC · Special Issue Open ... Estate planning professional, financial literacy, Probate predators ...
Start the year with confidence: Strategic wealth planning for 2026 - The Dallas Morning NewsTexas Capital Private Bank empowers you to shape your financial future and build your legacy — on your own terms. By Texas Capital Private Bank. Dec.
PCF Helps Ali Goff Do What She Does Best - The Placer Sentinel |Ali Goff is a people person. As founder and CEO of Goff Legal, PC, a boutique law firm in Rocklin dedicated to estate planning and administration,
Most People Know the Importance of a Will, But Less Than One-Third Actually Have OneMost Americans say estate planning matters, but fewer than one in three have a will. ... News · FundFocus · RBC Sets 12-Month S&P 500 Target At 7,750 ...
Is Your Firm Ready To Ride The Inheritor Wave? - FA Mag... News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor ... Estate planning, family governance, tax strategy, communication support ...
