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

FIN Compliance partners with Estate Planning tech firm Life Snapshot

EIN Presswire, Everyone's Internet News Presswire™, tries to define some of the boundaries that are reasonable in today's world. Please see our ...

Melissa Sydney of Tarlow Breed Hart & Rodgers, PC in Boston Named an Accredited Estate ...

Melissa Sydney of Tarlow Breed Hart & Rodgers, P.C. in Boston Named an Accredited Estate Planner® Designee. News Provided By. Scribendi Digital ...

His final wish: Donating his home to create a more diverse Cambridge

So when he turned 65 last year, and started getting inundated with brochures about Medicare, retirement, and estate planning, Fallon realized he ...

2021 Most Admired CEO: Scott Hanson with Allworth Financial

In October of last year, New York equity firm Lightyear Capital LLC and the Toronto-based Ontario Teachers' Pension Plan bought out Parthenon ...

The Memo: Women can be financially literate, too

Ellegard realized there was a gap in women's financial education and a ... the University of St. Thomas and is a certified financial planner and career ...