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

Healthcare Costs, Financial Independence Chief Among Retirement Concerns

24, 2018, the American Institute of CPAs' (AICPA) annual Personal Financial Planning Trends Survey asked 631 certified public accountant (CPA) ...

Legal roundup: Maynard attorney earns client choice award, Sirote attorney co-authors legal ...

Editor's Note: Legal Roundup is the BBJ's weekly look at news and notes from the ... Along with Stewart Welch III, a nationally recognized financial advisor, ... such as trusts and other estate planning documents, charitable donations, ...

Completing a valuation is indispensable to business planning

Valuing what you have worked so diligently to build helps prepare yourself, the company and your estate so you receive full value. This value may ...

Elder Law: Which should I have — A living trust or a will?

Thus, the cost of the administration of the estate increases as the value of the ... Selecting the correct estate planning tool, however, depends on each ...

Industry Crossover: How accounting and law mix

We collaborate with local attorneys when our clients have multiple and complex needs in areas such as forensic accounting, estate planning, family ...