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
Five Things You Must Know About Estate Planning After 65 (Online) | Paramus, NJ PatchPatch News. Sign up. Paramus, NJ Subscribe. News FeedEventsLocal ... This is a free educational presentation offered by Milvidskiy Law Group P.C., an ...
Why An Estate Plan is a Brilliant New Year's Resolution - Thompson Von Tungeln - Santa ...by Sonia C. Lee | Dec 30, 2025 | Business News. Happy New Year! Each new year promises fresh starts and new goals. Consider adding one resolution ...
Warren & Migliaccio, L.L.P. Strengthens Debt Collection Lawsuit Defense ... - Erie Times-NewsWarren & Migliaccio, L.L.P. is a Texas law firm specializing in family law, bankruptcy, estate planning, and consumer debt defense. The veteran-owned ...
Estate planning resolutions for 2026 - YouTube... estate planning should be at the top of your list for 2026 ... Estate planning resolutions for 2026. 32 views · 6 hours ago ...more. CHCH News.
Zumpano Patricios Welcomes Claire Easley as an Associate at Westchester County OfficeMembers of the editorial and news ... December 30, 2025 – PRESSADVANTAGE – Legacy Life Planning Lance, a Johnson City-based financial planning firm, has ...
