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

Take advantage of the quarantine period to teach children about money

People now realize that financial planning is not only about growing money, but also about negotiating the financial barriers that may arise at every ...

Estate Planning Webinar

Estate Planning: Five Reasons You Should Create or Update Your Estate Plans Before the End of 2020. Planning ahead and organizing your personal ...

Leon Black admits business ties to Jeffrey Epstein — despite denial last year

... services to my family partnership and related family entities involving estate planning, tax, structuring of art entities and philanthropic advice.” ... that date,” Black's reps told Bloomberg News following The Post's July 2019 report.

DAL Law Firm: Top 5 Reasons to have a Revocable Living Trust

Revocable Living Trusts certainly can be more difficult than creating a simple last will and testament, however they can be the perfect estate-planning ...

Advising Your Clients on Selling Their Structured Settlements

And if you are an estate planning attorney or a financial advisor, clients' structured settlements are typically an asset that you're planning around – not ...