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

Senior Expo returns for 11th year | News, Sports, Jobs - Daily Press

... from the law offices of Brogan & Yonkers, P.C., who spoke on estate planning and elder law; Attorney Jessica Bray from Upper Michigan Law Offices, ...

Community News For The Vernon Edition - Hartford Courant

Upcoming webinars include Agricultural Succession & Estate Planning on Oct. 6 and Tax Implications of Inheritance on Oct. 20.

Can an ABLE Account Benefit Your Family? | Adler Pollock & Sheehan PC - JD Supra

A family with a disabled child faces difficult planning challenges. For many years, the most effective estate and financial planning tool for parents of a ...

What Key Estate Planning Tools Should I Know About? - Cape May County Herald

We wrap up the news from the Shore you love, and deliver it to your inbox, weekly.

Can a Power of Attorney Transfer Money to Themselves? - Yahoo Finance

For many families with elderly people or engaged in estate planning, power of attorney is essential, especially if the elderly person's mental abilities are ...