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

Estate Planning for Pets: How to Protect Your Furry Friends - Yahoo Finance

Planning for your four-legged loved ones (better known as your children who wear fur coats) can be just as challenging as planning for your ...

Estate Planning: How it is effective in securing your finances - Publicist Paper

Estate planning is a way to ensure that your wishes are followed after your death. It's important to make sure that you have a trust drafted up before ...

Estate Planning for Pets: How to Protect Your Furry Friends | Kiplinger

Planning for your four-legged loved ones (better known as your children who wear fur coats) can be just as challenging as planning for your two-legged ...

Business briefs | News, Sports, Jobs - Tribune Chronicle

... estate planning and how to responsibly use credit cards this week ... with US News & World Report's Best Hospitals Rankings for 2021-2022.

Company would withdraw application for new corporate offices - Ipswich Local News

Open space is a key component of financing the purchase, planning board ... The proposed great estate plan on Waldingfield Road will not proceed ...