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 to Create a Living Trust in North Dakota

No matter where you live, it's important to have a strong estate plan in place. One popular estate planning tool is a living trust, which offers a secure ...

How to Create a Living Trust in West Virginia

When planning your estate, you have different tools at your disposal to protect your assets for your loved ones. One such tool is a living trust, which ...

Many Southern Oregon options help aging population get documents in place

They have fewer assets and perhaps no real estate. What options are there for people who can't afford the costs of an estate plan to be set up by an ...

Michael Hennessy, CFA, CFP®, Launches Harbor Crest Wealth Advisors

Before launching Harbor Crest Wealth Advisors, Hennessy worked on the institutional side of the financial planning business for ten-plus years, as a ...

Waltham Works: Connors & Connors' Shawn Keefe has come full circle

As a lawyer at Connors & Connors LLP on Lexington St., he focuses on real estate law, estate planning and administration, and business law. Love of ...