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

New Jersey Estate Planning Attorney Christine Matus Offers Guidance on Navigating Probate Law

... estate planning, and estate litigation. As a New Jersey estate planning ... News API supplied by www.cloudquote.io. Quotes delayed at least 20 ...

Gold Rises Close to Record With Fed Seen Cutting Rates This Week - Advisor Perspectives

... Planning · Active ... Gold Rises Close to Record With Fed Seen Cutting Rates This Week. by Yihui Xie, Jack Ryan of Bloomberg News, 9/15/25.

Senator Rhoads' Senior Expo Brings Resources and Community Together | NYSenate.gov

Two featured presentations—one on scam prevention and another on estate planning ... Socials. Follow the New York State Senate. News & Issues ...

Allworth Financial Appoints Jeffrey Green as Chief People Officer - PR Newswire

News provided by. Allworth Financial. Sep 15, 2025, 12:19 ET. Share ... estate planning, insurance, and 401(k) management. Backed by Lightyear ...

How To Feel Better About An Uncertain Retirement - Investopedia

Estate planning attorneys help draft legal documents and medical decisions. ... Do you have a news tip for Investopedia reporters? Please email ...