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 the Move: Tracking the Ins and Outs of California Lawyers

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Future of financial planning takes emphasis off the assets

And in a push-back on one aspect of technology, Cathy Curtis, chief executive of Curtis Financial Planning, challenged the notion that robo-advice ...

Law School for Social Workers - Earn CEU Credits - Hosted by Margolis & Bloom

Margolis & Bloom is a revered estate planning, elder care and special needs law firm located in Wellesley and Boston. This event is a way for social ...

Brinkley Walser Stoner attorney selected for 'The Best Lawyers in America®' 27th edition

He focuses his practice on estate planning, elder law, education/public school law, business law and real estate law in Davidson, Guilford and ...

[Webinar] Panel: The Influence of News and Other Media on Client Expectations - October 1st, 1:00 ...

Themes include 1) how planners deal with a client—particularly with varied assets—who makes numerous estate plan changes; 2) whether Gustave ...