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

Morning Pointe to host virtual retirement planning seminar

Morning Pointe, together with certified estate planning specialists and attorneys Martin Pierce and John Huisman of the law firm Pierce & Huisman, ...

Is the tax tail is wagging the planning dog?

The threat of increased taxation is a proper motivator, but taxes should never be the sole driver of the estate planning process. By Dale Cammon – ...

Saugus School Board Member Files To Run For City Council In 2022

A tax, trust, and estate-planning attorney and member of the Saugus Union School ... Barlavi went on to work as a financial adviser from 1992 through 2008. ... In 2019, Barlavi was featured in news reports for receiving death threats ...

Events in Kansas City this weekend

Majority 54 live podcast recording · Recommended Event: Free Estate Planning Workshop & Living Trust Live Q&A Friday 5pm · Boot camp in the park.

Legal Ease: Limits to a will

It is important to meet with an estate planning attorney to have your estate plan reviewed and to make sure that your testamentary plan and beneficiary ...