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

These 5 Companies Have A High Estimated Dividend Yield

More news about Franklin Financial Services Corporation. ... Further, it provides fiduciary and executor, financial planning, investment advisory, ...

Winstead law firm has new managing shareholder in Austin

Her online bio notes she focuses on "estate and gift tax planning, business succession planning, charitable planning, general tax and corporate ...

Digital Executor®: Unraveling the New Path for Estate Planning, Now Available to Guide Advisors ...

Written for estate advisors, business owners, service providers, and the broader estate and technology industries, Sharon helps estate planners navigate ...

My sister lived in NJ Do I owe tax on her inheritance to me?

... Andrew Novick, a certified financial planner and estate planning attorney with The Investment Connection and Brookner Law Offices in Bridgewater.