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

What happens to my daughter's Medicaid if I leave her my home?

A. We're glad to see you're trying to plan ahead. ... Shirley Whitenack, an estate planning attorney with Schenck, Price, Smith & King in Florham Park.

Eviction protections ending Saturday

News 10 spoke with a landlord who had advice on what to do if you're ... President of Estate Planning and Preservation Dawn Marie Joseph says she ...

WILLIAMS: Planning ideas for life transitions

Further, you should request your attorney engage a Certified Financial Planner™ professional to assist in cash flow and income tax planning before the ...

Brooklyn Area Events Calendar: Check Out What's Happening This Weekend

When: Friday, July thirtieth at 3:00 p.m.; Where: Free Estate Planning & Living Trust Online Webinar (Live Q&A) 3PM EDT; What: Click Here to Register ...

How to Overcome the Top 3 Obstacles Standing in the Way of Your Wealth Goals

... wealth through insurance, investments, and retirement and estate planning. Like a lot of folks, Williams once struggled to find his financial footing.