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

Elizabeth Wellington: The coronavirus conversation you need to have with your family right now

Now is the time to get our health and financial affairs in order and have those ... Because wills are estate planning documents, you can now get them ...

Interest in estate planning picks up with pandemic

Singer and attorney Ann Marie Rotz, who also handles estate planning in Maryland and Pennsylvania, said they think the most important document ...

New Indiana guidelines let you create documents from home to help family, doctors if you get sick

FOX59 spoke to estate planning attorney Sara McClammer, who suggested that you at least think about some basic documents, which include a ...

COVID-19 Gives a Boost to Estate Planning: How You Can Get a Will Done—and Fast

But estate planning isn't just for those with a life-threatening diagnosis. ... Get a Will Done—and Fast appeared first on Real Estate News & Insights ...

Meet Spoor Bunch Franz, a 2020 Best Places to Work honoree

Our tax department focuses mostly in corporate tax reporting, but also specializes in trust and estate planning, in-bound foreign taxes, and affordable ...