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

Pandemic pastimes: Write your will

... in all 23 years of my practice," said Mary Alice Fleming, an estate planning attorney with the DeWitt law firm in Minneapolis. "It's been unbelievable.".

Are you prepared to die? I am, and that's the right way to live.

Most of these people, it's fair to say, were not planning on a sudden death. ... than half those 55 and older had completed estate-planning documents (such as a will, a living will, ... “No news is good news, which is to say, I'm still here.

Estate Planning: The certification of trust and the certified abstract of trust

Estate planning attorneys often provide one with the trust for the client to copy and provide to retitle and insure trust assets. If a third party who receives a ...

Upcoming Public Estate Planning and Elder Law Webinars | Donald D. Vanarelli, Esq. Blog

Upcoming FREE Webinar Learn How to Protect Your Assets from the Catastrophic Costs of Probate, Long-Term Care and Nursing Home Expenses ...

John Herkimer Greene, 72, member of the Million Dollar Round Table

NEWPORT NEWS — John Herkimer Greene, 72, peacefully passed away ... to lecture on life insurance and estate planning at different law schools.