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

Lawyer may be needed to recoup an overpayment

Ronald Lipman of the Houston law firm Lipman & Associates is board-certified in estate planning and probate law by the Texas Board of Legal ...

New Study Finds Estate Planning Solutions from Biden Tax Plan, Wealth Advisors Trust Report Finds

b) Top 1% have tripled their net worth since the 2009 financial crisis. c) November election results could reduce estate and gift tax exemption amounts by ...

Legal lessons from a pandemic: What you can plan for

Since I'm an estate planning attorney, I deal with both. My high net worth clients are concerned that if the election tilts one way, the very advantageous ...

Central Jersey Daily Rundown, Sunday, Oct. 18

... of the “Future Leaders in Convenience” by Convenience Store News magazine. ... End Of Life Planning Workshop,” at 7 p.m. on Thursday, Oct. 22. ... how to tell your own story through an obituary and the basics of estate planning.