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

Alphabet soup is hot, and clients will pay more for those letters

Say what you will about the expansive alphabet soup of financial-planning credentials and designations, but new research shows consumers are ...

Community Calendar: IPSA fundraiser set for Thursday

Estate planning July 30. The Butts and Spalding County Cooperative Extension Offices will present a program on estate planning and wills from 4 to 6 ...

Sudbury law firm welcomes new attorney

As associate attorney at Generations Law Group's Sudbury office, Gentel will focus on elder law, estate planning, Medicaid/MassHealth applications ...

Dems introduce local candidates

Dennis Evans, who is planning to retire as a trust officer at MidWestOne ... She said her estate planning business, Strong Estate, LLC, employs 10 ...

EPS for Ladenburg Thalmann Financial Services Inc. (LTS) Expected At $-0.01; E Trade Financial ...

E Trade Financial Corp (ETFC) investors sentiment decreased to 0.88 in Q1 2018. ... Some Historical LTS News: 10/04/2018 – Morrison, Nordmann ... and retirement accounts, estate and financial planning, wealth management, and ...