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

Walker: The worth of an unmarried soul

“One human life is worth more than all the treasures of the Earth.” – Seth Adam Smith. When I help my clients address their estate planning needs, ...

Central Jersey Daily Rundown, Saturday, Oct. 19

... a free seminar covering LGBTQ family and individual planning concerns. ... portability of parental rights, estate planning, tax law, end-of-life issues, ...

EPS for Main Street Capital Corporation (MAIN) Expected At $0.63

Moreover, Sigma Planning Corp has 0.04% invested in Main Street Capital Corporation (NYSE:MAIN) for 19,834 shares. Hillsdale Inv has invested ...

ConnectOne Bancorp Inc. (CNOB)'s Financial Results Comparing With AmeriServ Financial Inc ...

AmeriServ Financial Inc. on the other hand, has 0.31 beta which makes it ... insurance and annuities, mutual funds, and financial planning services.

Special Needs Estate Planning

In this webinar on special needs estate planning, we learned how to leave money and other assets for the benefit of a child with special needs without ...