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

Leave A Legacy of Oswego County looks for people to invest in community

... was a part of a series of estate planning seminars with YMCA members and ... Zeigler urged people who want to give to discuss it with their financial ...

Sales Tales with Todd Cassler: My top predictions for the next decade

... will converge as investors look for advice on how to generate tax and estate planning, longevity planning, and investment and income alpha.

Best of the Bar: Meet the finalists in the Estate Planning/Tax category

Weekly Edition. Filled with “must read” stories, industry news and reporter insights, exclusive interviews with local business leaders, and expanded Top ...

DAL Law Firm: Should I hire an attorney for my estate planning?

Apr 7, 2020 | Blogvertorial, Burien, Burien News, Business, Featured Post, News, Sponsored. DAL Law Firm: Should I hire an attorney for my estate ...

There is help for senior citizens looking for end of life advice during pandemic

In the meantime, we are working creatively to serve our clients' estate planning needs." Cadillac News.