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
North Bay wealth advisers reveal investment strategies for 2025It's more important to consider an investment's future, its role in the portfolio, and the long-term financial plan. Breaking News Alerts newsletter.
Lectures: Estate Planning Master Class - The Register-Guard EventsExplore some of the common issues you might encounter while estate planning, such as estate tax, long-term care payments, and making end-of-life ...
Getting married when you're older can be a financial minefield. How to protect yourself.“A prenup is going to help protect premarital assets and clarify which property remains separate,” said Todd Calamita, a certified financial planner ...
A Surprise Inheritance of $20,000 Allowed Me to Travel - Business Insider... news. Sharing the cost of the Airbnb and car rental, along with eating ... estate planning. My (more modest) estate is mostly earmarked for ...
Estate Planning: The latest regarding Medi-Cal's asset test - Lake County News,CaliforniaOn Jan. 1, 2026, Medi-Cal will restore the asset test, as it existed in 2022, to determine a person's eligibility to receive, or continue to ...