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

Howard column: Financial responsibilities, redefined for retirement |

It is not burrowing your head in the sand when it comes to estate planning. ... News · Contact Us · Become a Carrier · Submissions · Submit an Obituary.

Generational Wealth Is a Buzz Term These Days But It Starts With a Living Trust for Homeowners

Follow important information about East New York news, politics, development, housing, rezoning. ... It's an estate planning epidemic. So many ...

Savvy Senior: Do you need life insurance after you retire? - Richmond Times-Dispatch

And sign up for personalized notifications so you don't miss any important news. ... Estate taxes: Life insurance can also be a handy estate-planning ...

Probate attorneys work to ensure smooth asset transfer | Estate Planning |

Susan Friedman, partner and estate planning attorney at Kohrman Jackson ... News. 23880 Commerce Park, Suite 1. Beachwood, OH 44122 216-454 ...

Thornton Active Adult Center – Oct. 2023 - Prime Time News

631306-B Thursday, October 19, 1-2 p.m.. ESTATE PLANNING FOR SPECIAL NEEDS CHILDREN | AGES 55+ | # 631600-A | Fees: Free. Tuesday Oct 10, 10-11 a.m ...