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

J. Steve Nys, Esq.

Steve Nys is also a lecturer at Continuing Legal Education courses on Estate Planning, and he is an Author/Editor of "Drafting Wills and Trust ...

Buchholz High School Chorus performs at Carnegie Hall

Rosenblatt, a member of the Florida Bar since 1982, focuses on Estate Planning, Probate, Guardianships and Elder Law. He is also a 34-year life ...

Spanhook earns CFP certification

MONMOUTH — Jason Spanhook of the financial services firm Edward Jones in Monmouth has been authorized by the Certified Financial Planner ...

Business digest: Sunday, Aug. 19, 2018

Ag Law program set in Nacogdoches. NACOGDOCHES — An Ag Law in the Field program, which will cover lease agreements, estate planning and ...

Estate planning workshop for families with college-aged children on Aug. 28

LAPEER — Lapeer District Library's Marguerite deAngeli Branch welcomes attorneys Marc Sackin and Jennifer Ackroyd-Fabris as well as financial ...