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

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Financial Assistance Scholarships: Designed to help cover expenses such as estate planning or mediator fees. Each year, 10 scholarships are ...

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And making a mistake when planning your estate can have long-lasting consequences, according to Geoff Kunkler, attorney at Carlile Patchen & Murphy in ...

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The need to tackle Social Security's funding challenges has never been more pressing. The trust fund is projected to be depleted by 2034, ...

When you plan your estate, beware of this common oversight - Yahoo

But Bette Capaldo, chief operating officer of The Estate Registry, an estate planning ... Kate Shemirani's sons tell the BBC news program 'Panorama' ...