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

Morgan Stanley Launches Family Legacy and Governance Institute to Guide Professionals ...

... Management client experience geared towards estate planning lawyers, ... on businesswire.com:https://www.businesswire.com/news/home/20210928005139/en/.

Braun-Bostich & Associates Launches New Podcast, Shares Survey Results From NEXA Insights

CANONSBURG, Pa., Sept. 28, 2021 /PRNewswire/ -- Braun-Bostich & Associates, an SEC Registered Investment Advisory and comprehensive financial planning firm ...

Growth & Jobs | Life insurance an essential part of financial planning – general manager ...

And,it can be used as long-term savings; retirement planning; and assist in withstanding financial shocks,” says Hugh Reid, general manager, JN Life Insurance ...

Make preparations to have estate documents available | Features | thenewsenterprise.com

September also should serve as a reminder to prepare for the unwelcome realities of life, not just by executing a strong estate plan, but also by storing ...

Using an estate planning attorney to transfer your property and assets to your trust - St George News

CONTRIBUTED CONTENT — Two of the major benefits of using a revocable trust as part of your estate plan are avoiding a conservatorship in the event you ...