Annual Sponsors: Steve Fingerhut & Paige Fingerhut,CSULB OFfice of Planned Giving, and Manufacturers Bank

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

Little evidence of political argument before teen's death - Connecticut Post

North Dakota Highway Patrol Capt. Bryan Niewind said Friday that authorities have talked to dozens of witnesses and plan to talk to more as they try ...

Mediation – a sound first step to a Successful Prenup

Typically, the process starts with the more-moneyed spouse being advised by a financial planner or lawyer (or family member or friend) to get a ...

Swiss voters OK plan to raise retirement age for women to 65 - Connecticut Post

... pension fund over the next decade, as Baby Boomers increasingly retire and people overall have been living longer, especially women. More News.

What was that bright light in the sky on Saturday? - New Haven Register

Plan Well & Execute: Why are you successful · Documentary filmmaker Andrew Kirschenbaum ... More News. Hamden police: Man 'critical' after Warner ...

Estate planning program at the Marguerite deAngeli Branch Library - The County Press

LAPEER — The Lapeer District Library's Marguerite deAngeli Branch, 921 W. Nepessing St. in Lapeer, will host attorney Jennifer Ackroyd-Fabris for ...