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

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 ...

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 ...

Palle Robert J Jr Reported increased Blonder Tongue Laboratories Inc's Stake

Mr. PallĂ© and Mrs. PallĂ© also may dispose of shares of the Issuer from time to time; however, aside from routine estate planning and tax planning ...

Orion's May 2018 Product Updates Empower Financial Planners, Chief Compliance Officers

In line with Orion's work to support advisors who provide financial planning to ... For more, please visit www.orionadvisor.com or follow our news and ...

New job? How to become a retirement-plan rollover champ

Many retirement savers who are changing jobs transfer funds directly from their previous employer's 401(k) into their new employer's retirement plan, ...