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

Business Briefs: Week of Sept 16, 2021 - Taos News

Taos County property tax values get high marks, two local businesses get renewable energy dollars, State Bar helps with estate planning.

Jefferson center sets talk on estate and asset planning | Around Town | dailyunion.com

JEFFERSON — Elder law Attorney Doug Ley will be at the Jefferson Area Senior Center on Wednesday, Sept. 22, at 10 a.m. to talk about estate and ...

Democrats' tax plan kills backdoor Roths, sharply curbs founder stock loophole - Financial Planning

A subscription includes all news and analysis, exclusive research reports, continuing education programs and access to an on-demand video library of ...

Major subdivision, cottage proposal to be discussed Monday - Yahoo News

15—The Waynesville Planning Board will consider two proposals Monday likely to spark lively debate in the community.

Woodbury churned out record number of houses in 2020 - Yahoo News

... Woodbury's home-building success, said city planner Eric Searles. ... 'Homeless billionaire' Nicolas Berggruen wins Hearst estate auction with ...