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 Much Does an Estate or Probate Lawyer Cost? - VIVA GLAM Magazine

Estate planning is generally conducted by the use of documents to transfer assets from a deceased person's estate to beneficiaries.

Financial planning tips for every family caregiver | Lifestyles - Washington Times-Herald

Taking care of family in the best of times can be difficult. Some estimates claim 18.2% of the US adult population, or more than 43 million ...

Estate plans require maintenance | Serving Minden-Gardnerville and Carson Valley

On the other hand, if the estate decreased significantly, an existing estate plan focusing on tax planning can be revised, and often simplified. Also, ...

Why a Financial Planner Is Moving Money From CDs to High-Yield Savings - Business Insider

Hanna Horvath is a CERTIFIED FINANCIAL PLANNER™ and personal finance reporter based in New York City. Her work has appeared in Policygenius, NBC News, ...

Liza Horvath, Senior Advocate: Seniors and their contractors - Monterey Herald

Many a time when we sell a property from an estate we find mechanics liens ... Liza Horvath has over 30 years of experience in the estate planning ...