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

Pre-planning can help protecting estate in divorce resolution

Couples in the process of a divorce have many things on their minds, but an estate plan may not be one of them. According to Bill Beseth, associate attorney at Taft Stettinius & Hollister LLP, Patrick Saccogna, partner at Thompson Hine LLP, and John Harrison, attorney at Hickman and Lowder, all in ...

Lenox: COA offers financial planning workshop

Lenox: COA offers financial planning workshop ... The Council on Aging's next Tuesday Topics program will focus on financial planning. ... Courtney Lewis and Anthony Dilisio of New York Life will discuss changes and opportunities in estate and financial planning following the 2017 Tax Cuts and Jobs ...

Farm Bureau Encourages Lawmakers to Support Death Tax Repeal Bill

Instead of spending money to upgrade buildings, purchase equipment and further invest in livestock herds, farmers and ranchers will have to continue to divert resources to pay for estate planning and life insurance,” Farm Bureau wrote in a recent letter to House members urging them to cosponsor the ...

LK Shields makes double appointment in Galway

She advises on development land and estate planning, including advice on acquisition, planning and environmental matters, access, the legal structure of the estate, transfer of common areas, as well as applications and preparation of the required scheme documents. Emmet Scully, managing partner at ...

Eight in 10 Affluent Americans Use Their Tax Return to Guide Financial Plan: AICPA Survey

NEW YORK--(BUSINESS WIRE)--The stress of the 2017 tax-year filing deadline has passed and, though many Americans may be eager to put away their financial records, now is the perfect time to plan for the future. Instead of filing and forgetting it, the American Institute of CPAs (AICPA) encourages ...