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

5 Reasons to Make an Estate Plan

Passing away without an estate plan is a huge mistake that can tie up your estate for years in probate. Yet, many people fail to create a will, living trust ...

Senior Information Summit to be held October 29th

... non-medical homecare, estate planning, as well as legal services. There will also be workshops to address questions pertaining to financial issues ...

Senior Information Summit to be held October 29th

... and resources on topics such as Medicare and supplemental insurance, public and emergency assistance, non-medical homecare, estate planning, ...

Lawyer in the Library: Writing your will

Personal wills and estate planning are not topics we like to think about, but are a crucial part of ensuring that our homes and families are taken care of ...

Manor House hosting Oct. 25 'Aging with Options Forum'

11:30 a.m. — Andrew Meier, elder law attorney: avoiding the five biggest estate planning mistakes;. • 1 p.m. — Maureen McGuire, TV8 News ...