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.

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Estate planning documents can be revised

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Drastic times call for drastic measures: COVID-19 and certain legal issues

Other people have said they never really thought about estate planning or always put it off as something they could do later. ... online video or conferencing applications and limiting social media and news media, working from home, ...

Local elder-law attorneys see uptick in people seeking wills

With the elderly population at greater risk, in recent weeks more seniors in the area have sought out legal services for drafting wills and estate planning.

2020 update: Should you be concerned about the estate tax?

I frequently tell clients if they have to worry about the estate tax, ... may already sound complicated, the good news is the estate tax effects very few people, ... All of these examples require careful review by tax and estate planning ...

Quarantine time: Use occasion to make sure you have these documents

Estate planning: Will with any codicils, trust (with list of assets funded into it) with any amendments, Durable Power of Attorney, Designation of ...