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

Fidelis Capital adds UHNW planning cred with veteran hire - InvestmentNews

On Monday, the Tampa, Florida-based RIA announced Douglas Rothermich, an experienced wealth transfer, estate, and tax planning services leader, as its ...

Osaic Affiliate Welcomes Engler, Garrow & Roth, Ltd., and Hartmann•Bogan Financial Planning

Osaic Affiliate Welcomes Engler, Garrow & Roth, Ltd., and Hartmann•Bogan Financial Planning. Osaic logo. News provided by. Osaic.

The critical role financial planners play when 401(k) savers switch jobs

Here's why its success could be crucial to building wealth in communities nationwide. By Tobias Salinger. 4h ago. Industry News.

Estate Planning Tools for Family Caregivers | Westhampton, NY Patch

Please join speaker Britt Burner Esq. of Burner Prudenti Law, P.C., as she discusses the importance of estate planning. This workshop will help you to ...

Inflation's Impact on Retirement, Taxes and Estate Planning | Wealth Management

Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726. Discover: News · Investment ...