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

Another Speaker Confirmed for Navigating the Caregiving Journey on Oct. 7

He will lead a discussion on basic estate planning documents needed by ... metropolitan area, practicing law since 1980 and estate planning since 1988. ... The Wall Street Journal, Northern Virginia Magazine, FOX News, CNN and ...

Bigler Law Office welcomes new attorneys, announces second office in Springfield, Mo.

... areas of Real Estate, Personal Injury, Criminal Defense, Family Law, Business/Corporate Law, Estate Planning and Contract/Employment disputes.

Rita Watson to be guest at Civic Club luncheon

Watson's presentation will be on estate planning and wills. ... Those planning to attend are asked to call Jenny Schwartz at (301) 387-5856 no later ...

Global investing group launches in Scottsdale to capitalize on city's wealth

“Our focus is helping our members become better wealth managers through wealth preservation, investing and estate planning,” said Schmitz, who is ...

High Swartz Welcomes New Estate Planning Attorney - WBOY

Full-service law firm grows estate planning practice with experienced attorney Mary R. LaSota. NORRISTOWN, Pa. (PRWEB) September 20, 2017.