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

Pay taxes like the millionaire you (probably) are!

Regular followers of the news learned (again) and in great detail what most of us ... Changing estate tax rules and laws need to be understood — and, ... These changes could affect the income and estate tax planning strategies of ...

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Multiple accounts may also make sense for estate planning. Investment accounts allow an investor to name a joint owner or a pay-on-death ...

New Crowe law digitizes hearings, signature process for wills

“The procedure for estate planning has lagged behind as technology advances,” Crowe said. “Many courts are capable of holding virtual hearings, ...

Convicted justice's shock at prison conditions doesn't justify early release, federal judge rules

That's where the former estate and trust lawyer and one-time town prosecutor is serving a four-and-a-half year term in connection with his theft of ...

Mercer poaches Edelman veteran as its first-ever CTO

She also wants to establish a proprietary client portal that integrates all aspects of financial, tax and estate planning. It was a time for a change, says ...