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

LegalShield Saved its Members Over $20 Million in 2019

... typically representing consumer debt issues – followed closely by estate planning, traffic violations, family law and landlord tenant disputes. The five ...

Practical Financial Tips for the 'Sandwich Generation'

As you plan for the present and future needs of three generations, here's what you need to know about financial planning for the sandwich generation.

COMMENTARY/JOHN NINFO: Even now, saving for retirement is important

SPEND SOME TIME WITH A FEE-BASED FINANCIAL PLANNER to ... non-financial subject, as I spend more time at home listening to cable news, ...

Coronavirus turns financial advisers into grief counselors for families who lose loves ones

Avani Ramnani, a New York City-based certified financial planner, completed training program offered by the Grief Recovery Institute. The sessions ...

Coronavirus turns financial advisers into grief counselors for families who lose loves ones

Avani Ramnani, a New York City-based certified financial planner, ... Asked during an interview on Fox News about President Trump's plan to sign an ...