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

Newsmakers for October 2 - Reading Eagle

By Reading Eagle | | ... is the 10th attorney at the firm and will focus his practice on estate planning and administration.

Timmer selected by Best Lawyers as Lawyer of the Year - Lincoln Journal Star

The law firm provides basic and advanced estate planning strategies and has extensive expertise in entity formation, mergers and acquisitions ...

Governor's office reports at least 4 N.C. storm fatalities - Connecticut Post

Roy Cooper's office said in a news release. In eastern North Carolina's Martin County, a 22-year-old ... The Best Estate Planning Attorneys in CT.

Julie Jason: Readers have questions related to wills and trusts - New Haven Register

A third reader said he was set to meet with his attorney to sign his estate planning documents. L.T. wanted to know what questions he should be ...

Julie Jason: Readers have questions related to wills and trusts

... see the American Bar Association's Estate Planning FAQs on wills and trusts at ... P.P. consulted with an attorney at a financial institution, ...