For more information about Snell & Wilmer - Click Here

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

What to do during a winter power outage

While at the workshop, attendees had the opportunity to ask questions and explain their concerns to David Watson, a financial planner at D.A. Watson ...

What Wealthy Clients Need to Know About The SECURE Act

... plans and promote lifetime income options. But the act also altered the rules for inheriting IRAs and other tools for high-net-worth estate planning.

In Memory of an Estate Planning and Asset Protection Icon: Jeffrey Matsen

It is with great sadness we announce the passing of estate and trust industry icon and asset protection pioneer for affluent families and business ...

Creating trusts can protect assets, aging parents

I often counsel people on the importance of preparing an estate plan long before a tragedy occurs. Proactive planning generally can be much more ...

All Things Legal - Hour 2

... W-2 or 1099 form regarding employment, top 10 list regarding estate planning, probate vs. succession, lease issues and divorce proceedings.