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

What your clients need to know now about crypto taxation - Financial Planning - Inferse.com

Home Latest News What your clients need to know now about crypto taxation – Financial... What your clients need to know now about crypto taxation – ...

New Jersey Enacts Bill Permitting NJEDA to Make Financial Incentives Available to Certain ...

The continuing federal prohibition of marijuana has made cannabis entrepreneurs in New Jersey rely on personal funds or private financing to get ...

Estate planning for business owners with Hooper Law Office | WFRV Local 5

(WFRV) – When it comes to estate planning for business owners, there are some special considerations. Hooper Law Attorney Justin Randall visited ...

Horan's VP of financial planning Andrea Costa keeps hoping for a 25-hour day

Andrea Costa, 36, is vice president of financial planning at Horan.

Common Questions About Probate - TMJ4

Al Spiegel from the McLario Firm joins us to discuss common questions about probate. Download your estate planning beneficiary check-up at ...