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

What to Expect: Your First Meeting with an Estate Planner | Burns & Levinson LLP - JDSupra

Any estate planning professional will tell you everyone should have an estate plan. But we also understand that the whole process can feel a bit ...

Dollars and Sense: How financial advisors and estate attorneys work together to help your future

Dollars and Sense:  ...

Finalist, Non-Public Company: Patrick Carney, Clase Azul - San Francisco Business Times

Latest News · Lists & Leads · Commercial Real Estate · Banking · Technology · Health ... estate planning for the company's ownership. “I had met the ...

Preparing your business for a transaction - LVB

Trust and estate planning should be handled well before a proposed transaction. ... LVB, Lehigh Valley Business provides 24/7 business news coverage and ...

Why not include charitable bequest in estate plan? - Cleveland Jewish News

Americans are a generous bunch, with 60% giving to charity annually according to many surveys. The Jewish community donates at even higher rates.