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

LGBTQ+ Americans are less confident about saving for retirement - CNBC

A lack of representation in financial services and in the financial planning community can make it difficult for the LGBTQ+ community to access the ...

Updating Your Estate Plan? Don't Make These Top Mistakes - Kiplinger

An attorney can update an estate plan, but people should also take the time to meet with a financial adviser and have their investments and financials ...

Important Estate Related Proposals and Changes for 2022 - National Law Review

This year brought interesting changes and important proposals that can affect many estate plans, including the IRS Proposed Regulations affecting ...

June 30 - What to know about life insurance | Health Care | fwbusiness.com

Life insurance is a component of estate planning that is vital to anyone looking to protect their assets in the event of their death.

Why Contingent Beneficiaries Matter | Adler Pollock & Sheehan P.C. - JDSupra

Your will is the foundation of your estate plan. Notably, it provides for the disposition of your worldly possessions, including your house, ...