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

Evers: Big Will's key to financial success

Look for someone with credentials like the Certified Financial Planner certification, a Certified Public Accountant (CPA), or an estate planning attorney.

Locals named to 2018 Massachusetts Super Lawyers list

Moore, a partner at Mirick O'Connell, focuses her practice in estate planning and estate and trust administration, including prenuptial agreements, ...

American parents are spending billions on their adult children

Denver tax and estate planning attorney Denise Hoffman White worries that propping up adult kids today hurts them ... The Coopers CBS News.

Free estate planning workshop Jan. 9 at CCC-Columbus

The annual Estate Planning Workshop will be held from 10 a.m. to 3 p.m. on ... of estate planning and establishing your legacy with estate planning.

Donna J. Jackson is recognized by Continental Who's Who

... probate, durable power of attorney, trusts, estate planning and more. ... View original content:http://www.prnewswire.com/news-releases/donna-j- ...