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

BlackRock warns that aging population will have implications for growth, inflation and ...

Sign in or register to be an Insider Pro and access ALL LOCKED articles. Older. Avoid these estate planning ... NEWS INSIDE. Companies · Earnings News ...

My grandmother's house was split between her 10 kids. How do we value it? - MarketWatch

Estate Planning · Opinion. Outside the Box. My ... He is author of The Baby Boomers Guide to Trusts: Your All-Purpose Estate ... Financial News London ...

Estate Planning Lawyer Yana Feldman Releases Comprehensive - openPR.com

News-ID: 3481807 • Views: 1. More Releases from ABNewswire. Moo Moo Dumpsters Announces Expansion, Offering Roll-Off Rentals in New Regions. 05-01 ...

Upcoming changes to the capital gains inclusion rate: Planning opportunities to reduce the ...

Real property: Taxpayers that own real estate ... Prospective estate planning: Individuals contemplating or undertaking estate ... News, analysis and ...

Cadwalader Climate - April 2024 #5 - JD Supra

In this edition we discuss several updates aimed at the financial sector, including transition planning reports published by the Network for ...