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

Estate Planning to Protect Generational Wealth Transfers: Lessons From The Gilded Age - JD Supra

HBO's The Gilded Age dramatizes the privileged lives of some of America's wealthiest families in late 19th century New York City.

Estate planning stressing wealthy families: Bank of America - Luxury Daily

Estate planning stressing wealthy families: Bank of America. June 20, 2024 ... NEWS TIPS: news@luxurydaily.com. ADVERTISING: jennifer@luxurydaily.com.

High Net Worth Estate Planning Lawyer Yana Feldman Releases New - openPR.com

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