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

'Wills for Heroes' event set for June 4 at LCCC - Yahoo News

Pedri said any first responder or veteran and their spouse is eligible to receive free estate planning services at the event from volunteer ...

When It Comes To Estate Planning | Foster Swift Collins & Smith - JDSupra

The primary reason most people engage in estate planning is to name who they want to receive their assets when they pass away.

N.J. Firm Spans Three Generations Of Advisors

Who would know better how to provide planning services to a multigenerational client than a multigenerational financial planning firm?

5 Must-Know Things About Estate Planning (WEBINAR) | Paramus, NJ Patch

Friday May 27, 2022: Free Educational Webinar on Elder Law, Living Trusts, Long-Term Care and Medicaid Planning (presented by Andrey...

When to Consider a Change in your Estate Planning Documents | Tucker Arensberg, P.C. - JDSupra

As estate planning attorneys, we not only discuss with clients the importance of having estate planning documents in place, ...