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

High Earners and Successful Savers: What Is Your Tax Plan for the Future? | Kiplinger

Here's how your money can be taxed and what you can do to plan for taxes ... Your estate plan also should be integrated with your tax minimization ...

SDSU Extension increases access to "Sustaining the Legacy" conference - Farm Forum

Ag News. "Sustaining the Legacy" has been the South Dakota State University Extension farm and ranch estate planning and farm transition program ...

Joseph JOLLEY Obituary (2021) - Greenacres, WA - Spokesman-Review -

Steve fit well into the family business and contributed greatly to its success. His practice focused primarily on litigation, estate planning, probate ...

See The $3.3M Estate That's Basking Ridge's Priciest Listing - Patch

BASKING RIDGE, NJ — This exceptional Colonial features about 13,000-plus square feet set on 14.16 private acres. It is currently the most ...

IT PAYS TO KNOW: Split an Estate Without Dividing Siblings - Rafu Shimpo

However, with some careful planning by the parents, sibling disputes and family division can be avoided. “I love all my children equally,” you might ...