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

Legal Ease: OBBBA 2025 creates a permanent $15 million estate exclusion - Daily Local

In today's shifting legislative environment, estate planning is not just about leveraging what's available—it's about timing. ... More in Local News.

Portland Planning Board discusses Live Nation concert venue, proposed apartment complex

... news, sports, and weather. WGME CBS13 is a Maine-based television ... My Legacy and Estate Planning Journey New 21K views · 22:47 · Go to channel · One ...

Try estate law for a practice with work-life balance, says 'Lifestyle Lawyer Revolution' author

Laura Cowan is a certified public accountant and an award-winning estate planning attorney. She built her seven-figure estate planning law practice in ...

Estate planning seminars | Geisinger | News Release

Wednesday, July 16, 5 p.m.. Geisinger College of Health Sciences, 525 Pine St., Scranton This session will address financial planning, Medicaid ...

Big Beautiful Bill: What Estate-Planning Steps Make Sense Now? - Wealth Management

Explore how the One Big Beautiful Bill Act impacts estate planning across wealth levels, emphasizing flexibility and income tax strategies for ...