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

On October 18th in Addison: `Essentials of Estate Planning' | Elmhurst, IL Patch

The October 18th session led by Dr. Jim Flanagan of Bentron Financial Group covers estate planning from beginning to end, including the need to ...

Public Accounting Firm Topel Forman Affiliates with Avantax Planning Partners for Wealth ...

News Provided By ... The company provides a turnkey financial planning and wealth management model, honed during the past 30 years, to accounting ...

United States: Make Sure Stepchildren Are Cared For In Estate Planning - Mondaq

Frequently, an estate plan leaves all remaining property to children, ... Even if you don't have biological children, your estate planning lawyer ...

Walmart to cover fertility treatments under insurance plan - Connecticut Post

Financial terms weren't disclosed. More News. Some Bridgeport politicians scored free tickets to Sound on Sound.

Experts say having a will critical to your family's future -

Only 33% of Americans have an estate plan according to a recent survey from Consumer Investigator Rachel DePompa talks with experts ...