The Bristal

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

Living Abroad Can Complicate Retirement - Yahoo Finance

CERTIFIED FINANCIAL PLANNER™ Melinda Kibler has a message for the ... .com/news-releases/living-abroad-can-complicate-retirement-301573440.html.

How Financial Planning Will Lead to More Business - AccountingWEB

Financial planning is often mentioned as an advisory service accounting professionals should offer clients. However, additional licensing is ...

This "sweet" couple has a long history of both farming and Farm Bureau! - RFD-TV

The IRS has issued estate tax planning guidance. Clifton Larson Allen's Paul Neiffer shares how this could affect farmers.

Lawyers on Call: Faces behind the helmets - WBNG

Lawyers on Call: Estate planning after divorce ... Lawyers on Call: Elder law planning ... Advertisement. Advertisement. News.

Keystone Law Firm, a Chandler Estate Planning Attorney, helps Families get their Financial ...

Chandler, AZ - The ever-changing state/federal tax requirements and lawsuits from attorneys/disgruntled family members are some of the threats ...