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

How To Disinherit A Family Member

If disinheriting someone is your goal, it's essential that you get the help of an experienced estate planning attorney familiar with the law in your state.

Jacquelyn Quinn Elected President of Santa Barbara Estate Planning Council

Quinn, founder and owner of Quinn Fiduciary Services in Santa Barbara, has worked in estate planning and estate administration for several years.

Westchester Elder Law Attorneys Anthony J. Enea and Sara E. Meyers Shed Light on Retirement ...

The meeting, "The Top 6 Things Both Clients and Attorneys Planning for ... practice on elder law, estate planning, special needs planning, guardianships ... news, visit Enea, Scanlan & Sirignano online at http://www.esslawfirm.com.