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

Britney Spears will now be able to sign her own estate documents for the first time in ... - Yahoo News

"They do not have a right to see estate planning documents," Gold told the court. Outside the courthouse, Rosengart told reporters that in granting ...

Hosting A Family Meeting | Ask the CFP Practitioner | coastalbreezenews.com

This is a time to talk about estate planning, which includes sharing the wealth but also an opportunity to pass down family values and history to ...

Britney Spears Can Now Sign Her Own Financial Paperwork, Declares Judge - Deadline

Accountant John Zabel filed the petition involving the estate planning information on Spears' ... City News Service contributed to this report.

Judge seals documents related to Britney Spears' future estate plans - 10News.com

... Britney Spears' life for nearly 14 years, the same judge Wednesday sealed documents related to her estate planning. ... By: City News Service.

Estate Tax Planning: Gifting to Heirs - Dan's Papers

Estate Tax Planning: Gifting to Heirs ... The firm has been ranked the #1 Elder Law Firm by Long Island Business News for eight consecutive years.