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

Doug Andre joins Keel Point as Family Office Counsel

He will offer legal and tax insights for the team, with a focus on technical tax and estate planning advice for Keel Point's ultra-high net worth clients.

Handler Thayer, LLP 2020 Family Office Outlook

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Index Measuring Americans' Financial Satisfaction Over the Last Decade to be Released Thurs ...

Reporters interested in the embargoed results, charts, and infographic, or to speak with a CPA financial planner should contact Jonathan Lynch at ...

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Family legal battle jeopardizes future of Canton's Napoli's restaurant

“A lot of what's going on could have been resolved with better estate planning,” said Jacqueline Mahland. A slew of court records in Stark County ...