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
SACF to host free estate planning seminar - Scranton Times-TribuneThe Scranton Area Community Foundation will host “Is Your Estate Plan Up to Date? A Free Estate Planning ... News. Local lawyer Pisanchyn jailed for ...
Estate planning workshop set at CH United Church | The Chestnut Hill LocalChestnut Hill United Church on Germantown Avenue will host a seminar on wills, powers of attorneys, healthcare and other estate planning matters on ...
Young Brothers promotes Ashlee Kishimoto to chief financial officer - Maui NowKishimoto will lead the company's financial strategy and oversee its financial planning, forecasting and reporting ... Maui News · Business · Arts ...
Medicare is changing in 2027 - FOX10 NewsHere is what retirees need to know before open enrollment. Sponsored by Burns Estate Planning and Wealth Advisors.
Medical Costs Sting Even to Those With Insurance, Study Finds - FEDweekMedical Costs Sting Even to Those With Insurance, Study Finds. Published: September 30, 2026. More in: Retirement & Financial Planning Report. A study ...