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

Local law firm welcomes new attorney

Utt is a graduate of Michigan State University College of Law and a member of the Probate and Estate Planning Section of the State Bar. Chalgian and Tripp Law Offices is a law firm focused exclusively in the areas of estate planning, elder law, probate litigation and special needs planning. It has offices ...

Overcoming Barriers to Charitable Estate Giving

Nearly 75 percent of high-net-worth individuals consider charity to be an important consideration in their financial and estate planning, according to a survey conducted in 2013 by U.S. Trust. This sounds like good news for charities, but the data also highlights a breakdown in action by professional ...

Will clinic offered for local Veterans

Those interested in attending are asked to schedule an appointment to sign-up for the clinic, and complete a mandatory estate planning questionnaire by Friday, May 11. Free legal services will be provided on topics including wills, financial powers of attorney, health care powers of attorney and living ...

Pacific Mercantile Bancorp (NASDAQ:PMBC) vs. First Foundation (FFWM) Head-To-Head ...

In addition, the company offers investment management and financial planning services; advisory and coordination services in the areas of estate planning, retirement planning, charitable and business ownership issues, and issues faced by executives of publicly-traded companies; and financial, ...

Launch: Podcast 'Absolute Trust Talk' launched by East Bay Law Office, Absolute Trust Counsel

Greater Bay Area estate planning firm Absolute Trust Counsel announces the launch of the Absolute Trust Talk podcast. 'Absolute Trust Talk' is a new avenue ... accurate but is not guaranteed. For questions about the above news, contact the company/org/person noted in the text and NOT this website.