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

Managing financial affairs on your own again

They may, however, require immediate assistance changing the titles on accounts, filing for benefits, and dealing with estate planning issues. Income ...

How to write a will that won't trigger a family feud

Creating an estate plan is a gift to the people you leave behind. By expressing your wishes, you're trying to guide your loved ones at a difficult, ...

Making News: Free shred day, foundation grant awarded and more

HOLYOKE—Attorney Karen Jackson of Jackson Law, an elder law and estate planning firm, will teach a series of classes highlighting the latest ...

Money Doctor Neil Gallagher, Financial Planning Specialist-- Reveals "Truths from a Time-Pill ...

DALLAS, Sept. 24, 2018 /PRNewswire-PRWeb/ -- Money Doctor Neil Gallagher has been a successful entrepreneur, investment counselor, and ...

Why you should consider a corporate trustee for your estate

Prudent investment management is one of the most critical, yet often overlooked, aspects of managing a trust, and it requires careful planning and ...