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

How is tax paid when an estate is the beneficiary of an IRA?

... was no will, would determine who will inherit the IRA, said Yale Hauptman, an estate planning attorney with Hauptman and Hauptman in Livingston.

CI Financial to Access Specialized Services for Affluent Investors Through New York Private Bank ...

... wealth and estate planning and risk management,” said Karl H. Heckenberg, Vice Chairman of Emigrant. “We're thrilled to expand the market for our ...

Do you need a financial advisor or accountant?

Do you need a financial advisor or accountant? U.S. News & World Report | @usnews. February 26, 2021, 12:00 AM.

Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership

"Today's investors and families expect that their financial lives — from financial planning to insurance, tax and estate planning — will be prioritized as ...

Dad, a Death Sentence and the Planner Who Set Us Straight

My two siblings absorbed the news in their own way, but one thing we were certain ... What to say about any embarrassing financial details that emerged? ... A financial planner's first course of action, though, is often rejiggering and ...