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

Pacific Mercantile Bancorp (NASDAQ:PMBC) vs. First Foundation (FFWM) Head-To-Head ...

In addition, the company offers investment management and financial planning services; advisory and coordination services in the areas of estate planning, retirement planning, charitable and business ownership issues, and issues faced by executives of publicly-traded companies; and financial, ...

Launch: Podcast 'Absolute Trust Talk' launched by East Bay Law Office, Absolute Trust Counsel

Greater Bay Area estate planning firm Absolute Trust Counsel announces the launch of the Absolute Trust Talk podcast. 'Absolute Trust Talk' is a new avenue ... accurate but is not guaranteed. For questions about the above news, contact the company/org/person noted in the text and NOT this website.

East Bay Law Office, Absolute Trust Counsel, Launches Podcast, Absolute Trust Talk

WALNUT CREEK, Calif., Apr 20, 2018 (SEND2PRESS NEWSWIRE) -- Greater Bay Area estate planning firm Absolute Trust Counsel announces the launch of the ... This press release was issued on behalf of the news source, who is solely responsible for its accuracy, by Send2Press Newswire. To view ...

East Bay Law Office, Absolute Trust Counsel, Launches Podcast, Absolute Trust Talk

WALNUT CREEK, Calif., April 20, 2018 (SEND2PRESS NEWSWIRE) — Greater Bay Area estate planning firm Absolute Trust Counsel announces ... This press release was issued by Send2Press® Newswire on behalf of the news source, who is solely responsible for its accuracy. www.send2press.com.

Oshkosh Public Library offers Money Smart Week programs April 23-28

Estate Planning Basics— 6 to 7 p.m. Wednesday. Attorney Ben Brand examines the basics of setting up your estate, ensuring things get handled in a proper and timely manner. What is your house really worth? (and how to increase that number)— 6 to 7 p.m. Thursday. Kevin Stein from Keller Williams ...