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

Todd J. Bornstein - Maryland Daily Record

... News · Home Textiles Today · Sign In. Hamburger Menu. Subscribe Now Free Newsletter · Law News ... estate planning affairs are in order. What is one ...

Financial Planning Firms in the Austin area - The Business Journals

Professionals include certified financial Planners (CFP), chartered financial analysts (CFA), investment advisor reps (IAR),chartered financial ...

Elizabeth A. Green - Maryland Daily Record

... News · Home Textiles Today · Sign In. Hamburger Menu. Subscribe Now Free Newsletter · Law News ... estate planning, tax strategies, estate and trust ...

Seattle DJC.com local business news and data - Business - Lasher Holzapfel Sperry & Ebberson

Teresa Tallarita and Patrick Carter have joined Lasher Holzapfel Sperry & Ebberson' s Estate Planning Practice Group. Tallarita's practice focuses ...

Estate planning can ease end-of-life issues - Park Bugle

By Amirah Razman. Christine Courtney, a St. Anthony Park estate planning attorney, spoke about wills and estate planning at Centennial United ...