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 Higher Interest Rates Could Change Your Estate Tax Strategy - Forbes

Learn how rising interest rates can affect estate-planning strategies, from charitable trusts and GRATs to tax-free wealth transfers.

Selling in Colorado, Retiring in Arizona: Estate Planning Moves for Homeowners Who Own ...

The good news is that both states give homeowners practical options. Which one fits depends on your family, your other assets and the advice of an ...

In HelloNation, Estate Planning Attorney Aaron Miller Offers Tips for Elder Law Planning

Chinook Observer | Coastal News, Events & Community in Pacific County, WA.

In HelloNation, Estate Planning Attorney Aaron Miller Offers Tips for Elder Law Planning

In HelloNation, Estate Planning Attorney Aaron Miller Offers Tips for Elder Law Planning. HelloNation. News provided by. HelloNation. Oct 23, 2026, 10 ...

Local attorney explains when to start estate planning - Community Impact

Thomas Fortenberry of Silverleaf Legal Group, PLLC explains why being proactive with estate planning helps families avoid probate and legal ...