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

Adult education classes offered

Estate planning — Margot Birke Esq. Preretirement financial planning – Peter Doyle. Understanding Social Security – Peter Doyle. SAT prep — English, ...

Charitable deductions listed for 2020

If you plan on making a financial donation and wish to maximize the tax benefits afforded under the CARES act, make sure you do so wisely by ...

A Family Office Can Address Gaps in Client Services

[SUBSCRIBE: Get the weekly U.S. News newsletter for financial advisors. ] "For example, we would develop planning strategies to manage clients' ...

[Webinar] Representations of Wealth Planning and Conflict in Film and Literature: What Can We ...

Session I | Panel: The Influence of News and Other Media on Client ... with a client—particularly with varied assets—who makes numerous estate plan ...

Role of executor comes with many responsibilities

“I advise my estate planning clients to talk to the individual(s) they plan to appoint in each of their estate planning documents to confirm the named ...