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

Save or shred: How long should you keep financial documents?

As you get your financial records in order, it's important to think through how to keep and store your most important documents, but also know what you can shred. Here's a guide. If you are getting your financial house in order to kick off 2018, here's one more thing to consider: how long should you keep ...

Maryland Volunteer Lawyers Service to facilitate end-of-life planning session

Maryland Volunteer Lawyers Service's deputy director Susan Francis will facilitate a discussion about estate planning and advance health care directives at St. Paul's United Methodist Church on Sunday, Feb. 25. The presentation begins at 11:45 a.m. at 200 Main St. in New Windsor. According to an ...

Don't Let the New Estate Tax Rollback Distract You from What Really Matters

President Trump's new estate- and gift-tax rollback probably sounds like great news to anyone worried about passing down an inheritance to their ... They pick up the phone and make an appointment, or pick up an estate planning book, because somewhere, deep down, they know that they won't live ...

Easing the Burden: Choosing end-of-life representatives

Choosing someone to be your financial power of attorney, personal representative or the successor trustee for your trust is one of the most difficult aspects of estate planning. Often you end up choosing the same person for each role. Other times there might not be a good choice and a trust company is ...

Digital assets make estate planning a business necessity

Digital assets make estate planning a business necessity ... Estate planning is not always at the forefront of a business owner's mind; however, in most cases it should be, if the owner's intention is for the business to ... Keep up with the latest IT news—subscribe to our Tech News You Can Use newsletter.