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

Steven Merrell, Financial Planning: Avoiding IRA pitfalls

According to the Investment Company Institute, total assets in individual retirement accounts (IRAs) crossed the $9 trillion mark at the end of last year.

Should I create an Israeli will or an American will?

Doug Goldstein, CFP and cross border financial planner, discusses with Albert Goodwin, a New York estate planning attorney, options for wills when ...

Total Financial Solutions: Finding A Purpose After Retirement

Get breaking KHTS Santa Clarita News Alerts delivered right to your inbox. ... Arif Halaby, Total Financial Solutions, Financial Planning, Planning for ...

This Couple Created A Multi-Level Curriculum To Teach All Ages Financial Literacy

My plan was to just do that for a couple of years, and then get out of it. ... Pam's financial planning teachings are clear and comprehensive for each ...

Donations important to OCCOA

The Planned Giving Program allows donors to include the OCCOA in their estate planning, possibly even targeting a specific interest, such as home ...