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

LPL Partners With $650M AUM Merrill Team In SC

LPL Financial LLC, the nation's largest independent broker-dealer, has partnered ... NorthEnd Private Wealth, the companies said today in a news release. ... management, retirement income planning and estate planning services.

Column: Legal lessons from a pandemic

It's that old saying, “only two things in life are certain: death and taxes.” Since I'm an estate planning attorney, I deal in both. My high net-worth clients ...

How Wealthy Clients Can Plan For Federal Tax Hikes

... are a fait accompli,” said Jose Reynoso, Tarrytown, N.Y.-based director of Advanced Trust and Estate Planning at Clarfeld Citizens Private Wealth.

Bloom Advisors hosts free webinars to teach financial literacy

Money experts will talk about taking control of your finances, savings, investing, financial wellness for women, retirement, estate planning and ...

BUSINESS UPDATES | Ibold & O'Brien opens new office in Hubbard

... compensation; Social Security disability; family law; wills, probate, estate planning, business law and litigation; and bankruptcy and foreclosures.