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 lawyer explains why understanding capital gains is important

Estate lawyer explains why understanding capital gains is important ... The term “capital gains” gets bandied around in the news from time to time, but ... So, Samuel B. Ledwitz, a longtime estate planning attorney with a specialty in ...

8 Documents That Are Essential to Planning Your Estate

And if you're wondering where to find the documents you do need, not to worry: Just head to Money Talks News partner Rocket Lawyer, where you'll find ...

Retiring single: Five strategies to consider

With the assistance of your financial advisor and estate-planning attorney, you can establish a basic estate plan and discuss other strategies for ...

Juneteenth + Virtual Learning Extended? + Locals Crushed In Final

(10:00 a.m.); Free Estate Planning & Living Trust Workshop Live Q&A ... this address (laurel@patch.com) and include "Laurel News" in the subject line ...

What's Stopping High Net Worth Investors From Buying Bitcoin?

But for HNW investors, there are taxes and estate implications that are ... it is of huge importance to consider it within the estate planning context,” said Tom ... Here's the good news: Major banks with high-net-worth clients are starting ...