Howard Wershbale & Co.

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.

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Dorsey Adds Experienced Trusts & Estates Lawyer Mark Powell in Southern California

For over 20 years, Mr. Powell's law practice has focused exclusively on trusts and estates work with emphasis on charitable planning, estate planning, ...

Community calendar — Northeast Herald

Free estate planning seminar 10-11:30 a.m., Immaculate Conception Catholic ... Cibolo attorney Cimarron Gilson will present the basics of estate planning, ... Send event details and phone number to mrenteria@express-news.net.

Jenny's Reesources

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Library to hold estate planning workshop

The Southeast Steuben County Library, 300 Nasser Civic Center Plaza, Corning, will host a free workshop on estate planning from 1 to 3 p.m. Oct. 24.

SECU Offers College-Bound Students FAFSA Help Throughout November

RALEIGH, N.C., Oct. 16, 2017 (GLOBE NEWSWIRE) -- Planning to attend college in the 2018-2019 academic year and need assistance completing ...