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

Lauren Miller, Nelson Santos named officers at Fletcher Tilton

Ms. Miller works in the firm's Trust & Estate and Special Needs/Elder Law departments. She focuses on estate planning, asset protection planning, ...

Estate Planning: You just never know

Estate Planning: You just never know ... One moment I'm laughing with friends and the next, I'm wondering what they'll say about us on the news.

Movers & Shakers for Feb. 17, 2019

Lauren E. Miller: Within the firm's Trust & Estate and Special Needs/Elder Law departments, Miller focuses on estate planning, asset protection ...

Oran Hall | Athletes and financial planning

ADVISORY COLUMN: PERSONAL FINANCIAL ADVISER. Professional sportsmen and sportswomen can earn substantial income – and some do.

Widow with MS sells home after being denied late husband's pension. It's all because of a missing ...

Through her years in estate planning, Foster confirmed that lost records and ... During a telephone interview with the Sun-News, Goodwin reviewed ...