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

MYB This Weekend: Jersey 1st's Becchi Talks NJ Affordability, Energy Costs - NJBIA

Also this weekend, CSG Law Chair for Tax, Trusts and Estate Steven Loeb visits to discuss the big tax changes in estate planning ... It airs on News ...

Can active management beat the market? Plan sponsors think so - Financial Planning

A new BlackRock survey found that most plan sponsors believe actively managed funds can outperform the market, but research suggests otherwise.

Week in Review: surveillance, Brian Heywood, and the Comprehensive Plan - KUOW

Wills and Estate Planning · About; Contact Us / Feedback; Sign In • Sign Up ... Bill Radke discusses the week's news with The Stranger news ...

Principal Foundation: Young Women More Anxious, Less Confident Discussing Money Than Men

... plan benefits news.. Similar reporting in a study released in ... financial planning, Principal Financial Group, women. Reported by. Judy ...

Starting out in financial planning - Crowe LLP

Financial planning is a rewarding career. What drives success is a genuine interest and willingness to grow.