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

Estate Planning Basics for Seniors - Legal Reader

Estate planning keeps you in control over the distribution of the assets and wealth that you worked hard to acquire and build.

William Lako: Using trusts in your estate plan largely depends on your intent | | mdjonline.com

These popular estate planning vehicles can be used to minimize estate taxes, shield assets from creditors, avoid probate, preserve assets for minor ...

Somerville family sees delays from Social Security Administration after mother's passing without will

Doss works in estate planning and said a will is something everyone should have. Advertisement. “If you don't have a will and you pass away then you ...

2022 401(k) Contribution Limits: What Advisors Should Know - US News Money

Financial advisors can help their clients by planning ahead and taking advantage of the higher retirement contribution limits in 2022.

How Black Americans Are Missing Out On The Largest Wealth Transfer In History - Blavity News

You've probably heard this all before, but let's recap: An estate plan ensures your medical, financial and guardianship decisions will be handled by ...