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

The Five Minute Read - Lowell Sun

The presentation, “Estate Plan Survival Kit: What you need to protect your family, your assets, and your independence as you age,” will address ...

Retirement confidence plunges as advisors fret over Fed's course - Financial Planning

The U.S. economy gained 275,000 jobs in February. That sounds like good news — but will it spook the Fed out of cutting interest rates? Mar 11, 2024 ...

New York City Estate Planning Lawyer Natalia A. Sishodia - openPR.com

News-ID: 3486230 • Views: 3. More Releases from ABNewswire. Travel Agency Software Solutions - B2C B2B Booking System with Flights, Hotels, Cars ...

Judge refuses to seal Linda Bean's will from public view - Kennebec Journal

... estate to remain private she could have addressed that during her estate planning ... NewsMan in custody after large police response ... estate records, ...

Focus to merge Colony with Buckingham Strategic Wealth - Financial Planning

For reprint and licensing requests for this article, click here . Wealth management Industry News M&A RIAs Focus Financial Partners. TRENDING.