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

Estate tax motivates large estate owners to give

According to Time Magazine, since 2012, 99.8 percent of Americans aren't affected by the federal estate tax. Missy Vaselaney, estate planning partner ...

Planned giving can include more than just money

... or philanthropic venture of his or her choosing as part of an estate plan. However, if a person has an estate where money isn't something one can ...

Jasper Johns to Leave Connecticut Estate for Artists Retreat

Jasper Johns to Leave Connecticut Estate for Artists Retreat ... (AP) — Famed painter Jasper Johns is making plans for his rural estate in the ...

Frequently evaluating estate plans could save trouble

According to Albert Hehr, primary estate planner and chair of the estate planning group at Meyers, Roman, Friedberg and Lewis LPA in Woodmere, ...

Times of widespread need inspires planned giving

Shuba said estate owners may feel a need to assist via planned giving ... So, if someone only can donate later in their estate plan to an organization ...