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
The OBBBA has a significant tax change for founders tucked away inside, lifting the cap to ...Christopher Steele is National Director, Institute of Trust and Estate Planning, having joined in September 2024. Prior to joining Bernstein ...
Estate planning tips - YouTubeAttorney Barry Horowitz from the firm Nirenstein, Horowitz & Associates talks about estate planning. For more Local News from WFSB: ...
VLS awarded grant renewal by Department of Veterans Affairs - National JuristThe project also assists with Supplemental Security Income and Social Security Disability Insurance appeals and offers simple estate planning. - ...
State of the States - 2025 Year-End Estate Planning AdvisoryThis section surveys notable 2025 developments in trusts and estates across key jurisdictions, highlighting enacted legislation, pending proposals ...
Relevant International Updates - 2025 Year-End Estate Planning Advisory | JD SupraLast, there was also a change to the law on the lifetime US federal estate tax exemption that, if a non-US client's facts and circumstances fit the ...
