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

NAVIGATING THE MINEFIELDS OF ESTATE PLANNING WITH CARRIED INTEREST

Estate planning with carried interest can result in huge savings for ... federal tax news including corporate tax issues, estate and gift taxes, trusts, ...

Hilterman joins Whitcomb & Hess investment firm

Hilterman joins a talented and experienced wealth management team that works with clients on investment strategies, financial planning and estate ...

Cona: Healthcare for seniors: Now is the time to act

It is imperative that individuals and families plan ahead to protect their ... We are fatigued by the news cycle, with each story more outrageous than the last. ... Genser & Cona, an elder law and estate planning firm based in Melville.

Portfolio Podcast- The Minefields of Estate Planning and Carried Interest by Tax & Accounting ...

Stream Portfolio Podcast- The Minefields of Estate Planning and Carried Interest by Tax & Accounting Podcast from desktop or your ... News & Politics.

Bonnie Kraham: Importance of funding a trust

By avoiding probate, you save time and money, reduce the risk of family disputes over the inheritance, and keep your estate planning private. Wills are ...