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

Community news briefs — Feb. 26, 2020

A free legal and estate planning seminar is set for 10 a.m.-noon on Tuesday, March 3, at the Sequim Library, 630 N. Sequim Ave. Richard Tizzano ...

Chapman named Farleigh Wada Witt shareholder

LAW. Farleigh Wada Witt has named Melissa Chapman a shareholder. Her practice areas include estate planning and administration, commercial and ...

Three changes can help you stop losing sleep over money

OKLAHOMA CITY (KOKH) — It's more than likely that financial problems are ... If you don't have any retirement plan, look into what kind of account you ...

Delaware Inheritance Laws: What You Should Know

If you'd like professional guidance on your estate planning, or just need help investing your inheritance, you can use SmartAsset's advisor matching ...

Arkansas Inheritance Laws: What You Should Know

If you want professional guidance for your estate planning after reading this article, the SmartAsset matching tool will pair you with capable financial ...