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

Billionaire Leon Black to appear before House panel over ties to Jeffrey Epstein

... News · Opinion · Sport · Culture · Lifestyle. Show more Hide expanded ... Black has described his work for Epstein as tax and estate-planning services.

Should advisors even care if SEC green-lights semiannual reporting? | Financial Planning

A company could delay talking about bad news by switching to semiannual reporting, said Barry Fischer, a Chicago-based partner who advises public ...

56% of Americans Have No Estate Plan. Here's Why That Number Hasn't Budged.

56% of U.S. adults have zero estate planning documents, virtually unchanged from 2025, even though 73% say planning is personally important. · Will ...

Crypto for Advisors: Bitcoin: planning for inheritance

Mixing crypto's volatility and forced liquidation can create financial planning considerations. ... Receive the latest crypto news from coindesk ...

Syracuse Estate Planning Attorney Frederick P. Davies Outlines When a Living Trust Makes ...

Davies Law Firm is a Syracuse-based estate planning practice serving families throughout Onondaga County and Central New York. ... Local News · Weather ...