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 ArticlesEstate Planning: Escheat of unclaimed property
Newsletter. Enter your email here to make sure you get the daily headlines. You'll receive one daily headline email and breaking news alerts. No spam.The Bonadio Group Promotes Six to Partner, Adds Two Additional Partners
... a Partner in the firm's Tax division, specializing in trust and estate planning. ... Additionally, Steve has extensive employee benefit plan experience, ...Businesspeople on the move in RI, week of Jan. 24
Kishfy practices with Hinckley Allen's Trusts & Estate group, focusing on trusts and estates, including estate planning, estate and trust administration, ...South Shore attorney claimed 41 winning lottery tickets so winners remain anonymous
He is an attorney that specializes in estate planning. ... are don't sign your winning ticket until you meet with an attorney or financial planner and keep ...Kirby joins Shifflett Law Firm
As he worked on broadening his caseload, he began working in wealth management and estate planning. He began meeting with other attorneys in ...