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

8 Major Ways The SECURE Act Could Impact Your Retirement Plan

8 Major Ways The SECURE Act Could Impact Your Retirement Plan .... will increase the need for proper estate planning and potentially more strategic ...

Retiring Well With Michael Reese: Getting a Second Opinion

... for retirement finance tips comes to you every Sunday on 9&10 News at 11:30 ... of getting a second opinion in your retirement and estate planning.

Marlborough Senior Center events

Attorney Kathleen Lynch Moncata will present “Taking Control of Your Future: A Legal Checkup.” The program will focus on aspects of estate planning ...

Keep in mind the benefits of wellness programs | Expert column

But don't overlook another important feature – the plans' wellness programs, which can vary greatly and ultimately be the difference between a plan ...

House Overwhelmingly Passes Bill That Will Devastate Estates of IRA and Retirement Plan Owners

It will be even more devastating for IRA owners whose IRA and/or retirement plan constitutes the biggest asset in their estate. This proposed massive ...