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

The Herd: New hires, promotions & departures for 5.24.22 - Richmond BizSense

Law · Real Estate · Finance · Government · Consulting · Nonprofits · Engineering · Architecture/Design.

This Important Estate Planning Step is Often Missed

When you set up your estate plan it is important to coordinate the legal planning documents you or you and your attorney create with the document ...

Neil Kilstein Obituary - The Record/Herald News

He was a member of the Bergen County Bar Association and the Greater New Jersey Estate Planning Council. He resided in Saddle River, ...

Custom Caskets for Kids Look Like Something You 'Would See in a Child's Room' | Oklahoma News

Arts And Entertainment · Entertainment · Celebrity · Celebrity Deaths · Personal Finance · Financial Planning · Estate Planning · Funeral Planning ...

5 ways to forge an equitable digital future - Puget Sound Business Journal

Make equitable digital access part of your business plan. ... this publication, rendering accounting, business, financial, investment, legal, tax, ...