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

American College Of Financial Services Names Mark McLennon Director Of CLU Education Program

... Life Underwriter (CLU) education program and assistant professor of business planning, the college announced earlier this week in a news release.

Citi Private Bank Issues Mid-Year Outlook 2020, Investing in a New Economic Cycle

... trust and estate planning, investment finance, banking and aircraft finance, ... .com:https://www.businesswire.com/news/home/20200604005718/en/.

WDET At Home: Estate Planning Isn't Just for the Wealthy. Start Preparing Now.

Estate planning is really important for everybody,” says Matthew Fedor, ... WDET is here to keep you informed on essential information, news and ...

New adult education programs announced

Additional classes include estate planning (Tuesday) and tap dancing (June 18). On June 12, Newburyport Adult & Community Education will present ...

Intentionally Defective Grantor Trust (IDGT)

Establishing a trust as part of your financial plan can yield certain benefits, including the potential to minimize estate taxes. An intentionally defective ...