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

Dying Without a Will — What's the Worst that Can Happen? | Burns & Levinson LLP - JDSupra

A failure to plan, though, means that you lose control over what ... also the appointment of a Personal Representative to administer your estate.

How estate planning can help you pass down a house to your kids

Whether you have a cabin in the woods or a manse at the beach, creating an estate plan will determine the best way to distribute a home to your ...

Don't Forget About Estate Planning | Investors Edge - Business Journal Daily

Out of nowhere, news of the Omicron variant, a supposedly highly mutated new COVID strain originating in South Africa, sent the stock market into a ...

Uses of Exculpatory Clauses in Wills and Trusts | Bressler, Amery & Ross, P.C. - JDSupra

Published In: · Burden of Proof · Enforceability · Exculpatory Clauses · Fiduciary Duty · Trustees · Trusts · Wills · Wills, Trusts, & Estate Planning.

Building a Family Legacy Requires Proper Planning | Financial Facts - Complex

Mickey Factz opens up about the importance of insurance and estate planning to build wealth that will last generations in the final chapter of ...