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: Assets inside and outside of the trust - Lake County News,California

Estate Planning: Assets inside and outside of the trust ... The surviving spouse is able to roll over the retirement plan into his or her own IRA ...

Ameriprise Luring FAs with Tech, Training, Brand Support - Financial Advisor IQ

Around 90% of roughly 1,700 advisors who have joined Ameriprise in the last five years said the firm's technology, financial planning capabilities ...

Local News Briefs: Baltic company recognized

Clients often have complex estate planning needs that go behind a financial advisor's expertise. How firms approach this collaboration depends ...

New law firm opens in downtown Easton | Business |

EASTON — The Law Office of Patrick J. Fitzgerald LLC opened for business in December 2021, with a focus on estate planning, estate and trust ...

Balentine Utilizes Milestone Growth to Enhance Client Experience - PR Newswire

News provided by ... Estate Planning, Trusts, and Lending. ... Balentine partnered with Bernard Healthcare Financial Planners to assist clients ...