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

Have you thought about your estate plan? - The Bharat Express News

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Anne Katsas Joins Fiduciary Trust as VP and Trust Counsel | Associated Press | wfmz.com

Katsas has focused on estate planning since her legal career began 23 years ago. ... http://www.businesswire.com/news/home/20220120005264/en.

Anne Katsas Joins Fiduciary Trust as VP and Trust Counsel | News | bakersfield.com

Katsas has focused on estate planning since her legal career began 23 years ago. Prior to joining Fiduciary, she owned and operated a solo-estate ...

Anne Katsas Joins Fiduciary Trust as VP and Trust Counsel | Business Wire

“Anne brings years of experience in providing comprehensive, personalized estate planning solutions to families and individuals across multiple ...