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

Town by Town: June 28 - Western Mass News

Back in May, Darling hosted an event at the center focused on estate planning. Copyright 2022. Western Mass News (WGGB/WSHM). All rights reserved.

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis ... - Yahoo Finance

83% of financial advisors find that financial planning services are what clients whose assets are in model portfolios value most about the ...

Same-sex marriage estate planning picks up after Supreme Court Roe ruling

Philly LGBTQ couples are worried about their rights after Roe fell. So they're turning to estate planning. Attorneys urge families not to panic ...

Farms, families often suffer without estate planning - Brownfield Ag News

An estate and succession planning expert says not developing a farm transition plan is often difficult for survivors and the farm operation.

Louisville legal firms help businesses grow - Lane Report

In the past year, the Louisville location has added a domestic relations practitioner and three attorneys to its real estate planning team, ...