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
Don't wait to write your will: Affordable ways to plan your estate and protect your family - WMAREstate planning isn't just for the wealthy — experts say every adult ... News Group. © 2025 Scripps Media, Inc. Give Light and the People Will ...
G'town man named emeritus board member | News | madisoncourier.comHe is admitted to practice law in Indiana and Kentucky. He is also a member of the Downtown Louisville Rotary Club, Estate Planning Council of ...
WEBINAR: 5 Must-Know Things About Estate Planning After 65 | Princeton, NJ PatchPatch News. Sign up. Princeton, NJ Subscribe. News FeedEventsLocal ... This is a free educational webinar offered by Milvidskiy Law Group P.C., an Elder ...
WEBINAR: 5 Must-Know Things About Estate Planning After 65 | Wall, NJ PatchPatch News. Sign up. Wall, NJ Subscribe. News FeedEventsLocal Businesses ... This is a free educational webinar offered by Milvidskiy Law Group P.C., an ...
Consumer Reports offers tips to help families create a digital estate plan - WMURConsumer Reports suggests creating a digital estate plan to organize online accounts, bills paid electronically, important documents in cloud storage, ...