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

Free workshop will be offered on estate planning

Free workshop will be offered on estate planning ... protect the interest of their children after their death, according to a news release about the event.

Len and Rosie: Don't make this mistake with your IRA

In reviewing his estate plan we discussed with him his IRA, worth in excess of ... the unfortunate news that his late brother didn't name him as IRA beneficiary. ... If the circumstances had been different, the estate could have been ...

Choosing right estate planner relies on research

Leichner said, “In choosing an estate planner, you could ask your financial adviser, your CPA or your attorney for a recommendation for a planner that ...

Estate planning myths common, but debunkable

Estate planning myths can make an already complex process even more complicated. According to Steve Gariepy, partner and chair of the estate ...

Investment, estate planning questions answered

Two town hall meetings featuring a question and answer forum on investing, taxes and estate planning will be held. The first will be at 6:30 pm, ...