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

Union Street apartment house in Vernon razed - Yahoo News

Town Administrator Michael Purcaro said the building's owner, Vernon-based Edwards Real Estate, worked with the town to create a plan for the building's ...

Attorneys can help create estate plan when disabled person involved - Cleveland Jewish News

The first step, Lidrbauch said, will be for an attorney to establish whether the person has sufficient capacity to do estate planning documents. This is ...

Lloyd Harbor Estate Sells For $9.4 Million + Northwell Protests | Huntington, NY Patch

(9:30 a.m.); Stefan's Law Group Workshop - Estate Planning & Asset Protection: What You ... Have a news tip or suggestion for an upcoming Huntington Daily?

Family Business Survival Strategies in an Era of Sweeping Tax Reform - Yahoo Finance

... particularly with business succession and estate planning. ... In California, where our firm is based, the news is replete with stories of fires and ...

Family Business Survival Strategies in an Era of Sweeping Tax Reform | Kiplinger

Changes to our nation's income taxes, capital gains taxes and estate taxes – whether already ... particularly with business succession and estate planning.