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

Associate Attorney Joins Szaferman Lakind Business Department

Raquel will join the firm's Business Department focusing her work on estate planning ... litigation, personal injury, estate and business planning and business law. ... The Best Law Firms list is issued by U.S. News & World Reportâ„¢.

Singapore's DBS adds 'selfie' digital sign up in covid fight-back

... its customers had negative cash flow January to June 2020, is in the process of revamping its suite of digital financial planning solutions and tools.

Can a disabled person have savings and qualify for Medicaid?

... non-countable assets not exceeding $2,000, said Shirley Whitenack, an estate planning attorney with Schenck, Price, Smith & King in Florham Park.

Kingston: Avoid these frequent estate planning mistakes

Get the latest local and national news. Daily Headlines: Herald Journal. Daily Headlines: Hoopeston Chronicle. Daily ...