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

Wealth.com Launches New Family Office Suite™, Strengthens Legal Team With Addition of ...

... estate planning documents. Collaboration is further enhanced between ... Log in with your FinTech Futures: Fintech news account. Alternatively, post ...

People & Events | News, Sports, Jobs - Fairmont Sentinel

A supper of chopped steak, cheesy potatoes and pork and beans will be served followed by Brandon Edmundson's presentation on estate planning.

US home sales fall for the third straight month in May amid rising mortgage rates

Today's breaking news and more in your inbox ... WILLIAMSPORT — Marshall, Parker & Weber, LLC, a local elder law and estate planning firm, announces ...

June News! DeKalb County Community Foundation - Constant Contact

Summer Six – Charitable Giving Tips. Welcome to the EPAC Corner. We are pleased to bring you this content from the Estate Planning Advisory Committee ...

Closely-Held Corporation Buy-Sell Arrangements Upended by Supreme Court in Estate of Connelly

News & Insights ... The Court's opinion closely follows the economics of such arrangements, but overturns an established estate planning technique.