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

Choosing a Legal Guardian For Your Child: Everything Parents Need to Know

“This is the one area in which you're entitled to be judgmental,” says Jeffrey Knapp a New Jersey estate planning attorney who has 30 years of ...

Pa. Billionaire's Estate To Settle Trust Dispute For $200M

Scaife's estate will pay $23.3 million as “fiduciary accounting income,” ... and the Valley News Dispatch in Tarentum continue printing seven days a week. ... Gutnick regarding Richard Scaife's estate planning, because he and Walton ...

Former Nantucket court clerk nominated for post again

... his own law office in 2004 in Holbrook, where he spent more than nine years representing clients on criminal and civil matters and estate planning.

Estate Planning Tips offered by local attorney

BANDON — The public is invited to a one-hour Estate Planning Tips presentation from 3-4 p.m. Thursday, Jan. 30, at the Bandon Public Library, 1204 ...

InterActive Legal Founder, Jonathan G. Blattmachr, is the recipient of Bloomberg Tax ...

Bloomberg Tax provides comprehensive global research and news ... during the 54th Annual Heckerling Institute on Estate Planning conference.