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

Winning With the One Big Beautiful Bill: How Contractors Can Build a Plan for Success

Firm News · Professional ... Additionally, estate planning around non-voting versus voting shares can provide substantial planning opportunities.

Nirenstein Law offers free estate planning workshops - WFSB

Cait and Marc talk to Attorney Barry Horowitz of Nirenstein, Horowitz & Associates about comprehensive estate planning ... Local News · First Alert ...

Nirenstein Law offers free estate planning workshops - YouTube

Cait and Marc talk to Attorney Barry Horowitz of Nirenstein, Horowitz & Associates about comprehensive estate planning. For more Local News from ...

How the CFP Board Sold Out the Public & the Profession - Articles - Advisor Perspectives

I was also excited to be part of a movement to change financial planning ... News, 07/15/2026. Hoisington, US Bond Bull for Decades, Turns ...

How the CFP Board Sold Out the Public & the Profession - Articles - Advisor Perspectives

I was also excited to be part of a movement to change financial planning ... news and, as of July 1, 2008, the CFP Board enforces the fiduciary ...