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

Estate Planning During Periods of Inflation and Market Volatility | Polsinelli - JDSupra

As interest rates rise, a Qualified Personal Residence Trust (a “QPRT”) is a particularly beneficial estate planning tool. A QPRT permits you to gift ...

A financial advisor and financial planner are not the same — here's what to look for in both - CNBC

A financial advisor answers your one-off concerns, while a planner ... Read more about Select on CNBC and on NBC News, and click here to read our ...

Is a Prenup or a Trust Better Advance Preparation for Divorce? | Basking Ridge, NJ News TAPinto

Both prenups and trusts can also be part of your estate plan as well as a premarital financial choice. They can help ensure your assets are ...

Updating family balance sheet can save you money in the long run

Understanding your cost of living is critical in any financial planning exercise. Thus, this is a great time of year to look back over the last ...

Real estate Q&A: What's the difference between Lady Bird and life estate deeds? - Yahoo

Many planning tools, such as life estate deeds, living trusts, joint tenancy, and wills, might work best for your family. The main gist of estate ...