Platinum Sponsor - Rivkin Radler

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

Wonder changes everything: 'Impossible Science Live!' at Orlando Science Center

News · Business · Community · School News · Features · CP Interview · Arts ... Estate planning is often viewed as something reserved for the wealthy ...

SDSU Extension to co-host free virtual series on aging | TSLN.com

Breaking News -. TSLN.com Logo. What Ranchers Read. News · Cattle ... This webinar explains key estate planning documents and decision-makers ...

Michael Kitces' new AdvisorEconomics brings benchmarking to firms - Financial Planning

Michael Kitces has co-founded a new benchmarking platform, AdvisorEconomics, to help financial advisors make better business decisions.

How firms use equity stakes to retain top advisor talent, drive M&A - Financial Planning

For reprint and licensing requests for this article, click here . Industry News Professional development Practice and client management RIAs ...

Southeast District Bar Association to honor legal leaders at annual awards gala - The Downey Patriot

More recently, he is limiting the litigation and devoting his efforts more towards estate planning, probate and transactional work. ... NewsEric ...