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

Growth Partners Arizona's Financial Planning Framework For Success - Forbes

CEO: C-suite news, analysis, and advice for top decision makers right to your inbox. Email Address. Sign Up. By signing up, you agree to receive this ...

WEBINAR: 5 Must-Know Things About Estate Planning After 65 | Freehold, NJ Patch

Patch News. Sign up. Freehold, NJ Subscribe. News FeedEventsLocal ... This is a free educational webinar offered by Milvidskiy Law Group P.C., an Elder ...

WEBINAR: 5 Must-Know Things About Estate Planning After 65 | Montville, NJ Patch

Patch News. Sign up. Montville, NJ Subscribe. News FeedEventsLocal ... This is a free educational webinar offered by Milvidskiy Law Group P.C., an Elder ...

VestGen Launches Retirement Division With Osaic Team - Wealth Management

Estate Planning · Financial Planning · High Net Worth · Insurance ... Latest news. Keaton and Sams Wealth Management · RIA · Concurrent Snares $1.3B ...

Planning for your digital estate to bring peace of mind | Video - KXLY.com

Local news coverage from KXLY+. Live updates all day, breaking news as it happens and weather every 10 minutes. Resize: ×. Latest Videos. Police ...