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

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Personal experience with COVID-19 motivates end-of-life planning: survey

In comparison, only 29% of Americans without first- or second hand experience with the virus have a will, living trust or any estate planning document ...

What Should You Know If You Hit The Jackpot? | Shenandoah Valley Business Journal

You need to discuss the possible implications of federal estate taxes and how to plan for them with an estate planning attorney.

The seven deadly sins of estate planning - Starts at 60

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Can I have more than one executor for my will? - NJ.com

Co-executors can be appointed in New Jersey to administer estates, said Shirley Whitenack, an estate planning attorney with Schenck, Price, ...