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

Library events week of Sept. 22

Learn the basics of estate planning. Call 586-226-5083. The library's Main Branch is located at 40900 Romeo Plank Road, Clinton Township.

Court decision key for estate planners

So, when the court chose to hear what is now known as the Kaestner case, the estate planning community paid rapt attention to the decision, which ...

North Shore law firm to merge with Wellesley outfit

Salem-based Tinti Quinn Grover & Frey PC is planning to merge with a ... and personal injury litigation, business and tax law, and estate planning.

Estate plan can protect family members

Individuals with vulnerable loved ones can face challenges when preparing an estate plan. Whether it is due to age, or a mental, physical or emotional ...

A gap in the high-tech market

The digital revolution hasn't come to all financial advisers equally. ... Though Mr. Lessing said many financial planning tools leverage Addepar's data, ...