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

Attorney Chad Ritchie, Estate Planning 10-16-17

News & Politics | WJBCAM. Attorney Chad Ritchie, Estate Planning 10-16-17. Oct 17, 8:36 AM. 0:0014:53. Share on. Facebook twitter Google+.

ASSOCIATE ATTORNEY

Frankel Sims Law seeks a full-time estate planning associate attorney for our Towson, Maryland office. This candidate should possess a strong ...

Lynn B. Sassin | Gordon Feinblatt

She counsels individuals, families and businesses on estate planning and the development and implementation of personal and philanthropic goals.

Workshop Focuses On What Women Need To Know About Divorce, Retirement

Both will feature Swain, plus life coach Cedric McSween, estate-planning attorneys Rebecca Braun and Alisa Kwang, and Senior Health Medicare ...

Culver's sells minority interest to Roark

... to Atlanta-based private equity firm Roark Capital Group, a news release said. ... stay privately held and proceed with thoughtful estate planning," Culver's ... Management roles will not change and the company has no plans to sell ...