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

Stress-Test Your Estate Plan: Evaluating Guardianship And Authority - Forbes

Estate planning is often described as wealth preservation. In practice, it determines who holds authority when you no longer can.

This is how advisors are tackling client demand for ETFs, says Independent Advisor Alliance

... planning of like tax strategies, and estate planning, and getting a lot more involved in the insurance,” he told InvestmentNews at the Exchange ...

Mt. Laurel Schools, Lenape Regional H.S. District Each Receive $1 Million Increase in State Aid

Click here for iOS for breaking news, traffic/weather alerts and special offers. ... Nesevich Law free Estate Planning webinar "A Little Planning Goes a ...

Are the biggest life insurance opportunities hiding during tax season? - InsuranceNewsNet

... News · Life Insurance News RSS Get our ... Each of these can point to potential LTC, income replacement or estate planning conversations.

Women and Wealth - BusinessWest

Longevity, Caregiving, and Real-life Planning. Women's financial lives are often more complex than traditional models assume. Research from the Pew ...