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 can be complicated for LGBTQ+ families

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Delaying Retirement Income No Longer Makes Sense, Ed Slott Says

Many of today's planners and accountants are poorly prepared to help their ... planning vehicle for retirement or even for beyond, for estate planning.”.

Parents' disgust with Biden's 'death tax' plan that would cripple their kids with bills

Judi Desiderio, 63, is the CEO of Town & Country Real Estate in Long Island. She and her husband bought a vacant lot of land in East Hampton, Long ...

Futterman, Lanza & Pasculli names new marketing director

Sharyn O'Mara recently joined elder law and estate planning firm Futterman, Lanza & Pasculli, LLP in a newly created marketing director position.

Morning Pointe to host retirement planning seminar

The Morning Pointe Foundation and certified estate planning specialists and attorneys Martin Pierce and John Huisman of the law firm Pierce ...