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

How can I leave my money to my minor grandchildren when I die? - lehighvalleylive.com

Q. My wife and I are doing our estate planning. We are both right around 60. She has no children and I have two adult children from a previous ...

Britney Spears granted power to sign estate documents as 'free, independent woman' - Yahoo News

Her lawyer says the singer 'has the capacity to do whatever she wants' with respect to planning her estate.

Finding Moments of Joy During the Holidays | Tewksbury, MA Patch

Skip to main content. Patch News ... Real Estate. Real Estate Listings · Real Estate News · Mortgage · See all communities ...

Britney Spears will now be able to sign her own estate documents for the first time in ... - Yahoo News

"They do not have a right to see estate planning documents," Gold told the court. Outside the courthouse, Rosengart told reporters that in granting ...

Does Santa Break the Law? | Law Matters | coastalbreezenews.com

... of William G. Morris, P.A. His practice includes litigation and divorce, business law, estate planning, associations, and real estate.