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

My Father Died 10 Years Ago and Left His Pension to Me and My Estranged Brother. I ... - Moneywise

... Estate Planning Report. (2). And that's just one potential challenge. It's not unusual for pension owners and beneficiaries to feel lost amid the ...

Unseeded Chatham Girls Tennis Duo of Michelle Moran and Mary Zhang Advance to ... - TAPinto

... Estate Planning & Administration Column · Shield Your Assets as Part of a Comprehensive Long-Term Care Plan · Money Matters with Dan and Brian.

Successful succession planning: University of Maryland Extension offers transition ...

Succession and estate planning for farms can be difficult for families ... Avenue News · Cecil Whig · DC Military · Dundalk Eagle · Newark Post ...

Dauby of Onyx Private Wealth earns certified financial planner certification | Announcements

... Planning, Estate Planning and Psychology of Financial Planning. ×. This ... We'll send breaking news and news alerts to you as they happen!

Dauby of Onyx Private Wealth earns certified financial planner certification | Announcements

... Planning, Estate Planning and Psychology of Financial Planning. Thank ... We'll send breaking news and news alerts to you as they happen!