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

Can I have more than one executor for my will? - NJ.com

Co-executors can be appointed in New Jersey to administer estates, said Shirley Whitenack, an estate planning attorney with Schenck, Price, ...

Here's how to manage your net worth if your estate grows quickly - Hey SoCal

Longtime estate planning attorney Samuel B. Ledwitz has. And he has some good financial tips in case the net worth of your estate grows quickly.

Senior News - Parsons Advocate

There will be a free Legal Estate Planning workshop at the Parsons Senior Center at 10 a.m. Wed. July 13. Brent Van Deysen from Morgantown will be ...

Town by Town: June 28 - Western Mass News

Back in May, Darling hosted an event at the center focused on estate planning. Copyright 2022. Western Mass News (WGGB/WSHM). All rights reserved.

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis ... - Yahoo Finance

83% of financial advisors find that financial planning services are what clients whose assets are in model portfolios value most about the ...