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

In blended families, estate planning can have unintended issues | Features | thenewsenterprise.com

Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you ...

York Hospital Center for Older Adults to offer Webinar on planning ahead - Yahoo News

... with locations in York and Kennebunk, Maine, whose focus is on elder legal care, general estate planning and probate matters.

Tangled titles obstruct generational wealth for thousands of city families | WYPR

“The idea is estate planning really is just a couple of legal documents that allow you to make your decisions about your stuff and a little bit about ...

Holidays an Opportunity to Discuss Your Estate Plan - FEDweek

Even if you have an estate plan, it may be out of date. Is your former spouse still listed as beneficiary for your Thrift Savings Plan? What about ...

Delaware Supreme Court's Long‐Awaited Decision May Raise More Questions Than It Answers

Estate of Beverly E. Berland (“Berland”) answering three certified ... for a lawful purpose like estate planning and not as a cover for a wager.