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

Estate Planning Tips offered by local attorney

BANDON — The public is invited to a one-hour Estate Planning Tips presentation from 3-4 p.m. Thursday, Jan. 30, at the Bandon Public Library, 1204 ...

InterActive Legal Founder, Jonathan G. Blattmachr, is the recipient of Bloomberg Tax ...

Bloomberg Tax provides comprehensive global research and news ... during the 54th Annual Heckerling Institute on Estate Planning conference.

Republic Capital Group Represents Stratford Consulting in Sale to Creative Planning

The firm provides comprehensive financial planning and investment ... content to download multimedia:http://www.prnewswire.com/news-releases/ ...

Materiel enterprise supports wellness, fitness resolutions

“A goal without a plan is a wish,” Charmaine Harrington, a ready and ... information about the federal employee retirement system, estate planning, ...

Pence Wealth Management Announces Laila Pence Heads Forbes List Of Top Financial Advisors ...

Financial Planning offered through Pence Wealth Management, ... View original content:http://www.prnewswire.com/news-releases/pence-wealth- ...