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

Attorney Randie L. Semel Joins Lazar Schwartz & Jones - CBS 42

... News · CBS 42 ... Semel is widely respected for her expertise in estate planning and is expected to lead the firm's estate planning practice.

Arvada Attorney, Colorado Estate Planning Law Center, Helps Families Secure ... - FinancialContent

Arvada Attorney, Colorado Estate Planning Law Center, Helps Families Secure Their Legacies with Reliable Legal Guidance · More News · Recent Quotes.

Private Credit Woes Should Put Banks on Notice: The Editorial Board - Advisor Perspectives

... Planning · Active Fixed Income · Active Management ... Private Credit Woes Should Put Banks on Notice: The Editorial Board. by Bloomberg News, 12/5/25.

The Word on WealthTech for November 2025 - Wealth Management

... news of the last month ... Estate Planning Is the Growth Frontier Advisors Can't Afford to Ignore ...

IRS announces prop. regs. on international tax law provisions in OBBBA - The Tax Adviser

... News · Magazine · Topics. Advertisement. news; PRACTICE & PROCEDURES. IRS ... estate planning. September 30, 2025. Current developments in taxation of ...