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
Janney Montgomery Scott Snags $1B Delaware Team - Wealth ManagementFantano has over 20 years of experience in financial services and holds Certified Plan Fiduciary Advisor and Chartered Retirement Planning Counselor ...
Planning Strategies to Optimize Tax Savings in 2026 - Advisor PerspectivesAs tax law changes from the OBBBA take effect, taxpayers may want to evaluate their financial plans. Our Bill Cass shares some essential ...
Library Holds Will/Estate Planning Workshop | East Brunswick, NJ PatchChair of the American Bar Association's Probate & Estate Planning Law Committee, Vercammen is an expert on this topic. ... Latest News Nearby ...
Why Governance Is the Real Work of Family WealthThe lessons I learned at home mirror the work that financial planners like me do with families seeking to protect relationships and wealth through ...
I'm a Financial Planner: This Is How You Can Legally Divorce the IRS for the Rest of Your Life... planning, estate planning, tax strategies and more. Experts are invited ... Known as a thought leader in the industry, he is featured in TV news ...