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

Charles Schwab Integrating AI Tools and Financial Planning - Yahoo Finance

Charles Schwab is expanding its push into artificial intelligence, bringing Anthropic's Claude for Financial Advisors directly into Schwab Advisor ...

Uva proposes three-part plan for Downey seniors

... planning, Uva aims to lighten the financial and administrative burdens facing older adults. ... NewsEric Pierce October 27, 2026. The Downey ...

Study: Financial Impact of Supporting Aging Parents - FEDweek

If you don't meet the requirements to retire on an immediate annuity, you may apply […] More in Retirement Benefits · Financial & Estate Planning ...

Routhier Elected as Fellow to the American College of Trust and Estate Counsel

News & Insights ... Routhier advises individuals, families and closely held businesses on sophisticated estate planning, tax, and succession strategies.

Ahead of the Curve, Ahead of the Consequences: The Decisions That Shape Your Business

News & Insights ... Latest Posts. Ahead of the Curve, Ahead of the Consequences: The Decisions That Shape Your Business Video; DIY Estate Planning: A ...