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

SOLD! - JWC Media

... women's networking group, and the Chicago Estate Planning Council. ... But, that isn't to say we don't sometimes pass along unpleasant news.

ELCA monthly Insights newsletter: October 2022 - Grand Canyon Synod of the ELCA

Click here to view the October 2022 ELCA monthly Insights newsletter, featuring: what's missing from your estate plan; Oct. 17-23 is National ...

Another Tax on the Horizon for NY Residents - Wealth Management

Similar to Washington, the LTC benefits offered under the state's plan are ... The good news for employees is that the state will offer an ...

Jefferson County Court Judge David A. Renzi's calendar Oct. 3 | Newzjunky

Real Estate, Estate Planning, Estate Administration Criminal Record Sealing Services 20991 State Route 3, Suite 6, Watertown (315) 681-4790 ...

Remnants of Ian expected in CT on Saturday, weather service says - Connecticut Post

The Best Estate Planning Attorneys in CT ... Peter Yankowski is a breaking news reporter for Hearst Connecticut Media. He previously reported for ...