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

Former San Antonio Spurs Star Trades NBA for Financial Advice Gig

Former San Antonio Spurs Star Trades NBA for Financial Advice Gig ... planning, as well as running athletes' foundations, according to the news ...

Morning Minute: Thursday, June 20, 2019

News About Matthews: Prior to the Monday, June 24 Board of ... women, including financial planning, common legal questions, and estate planning.

Kutztown University SBDC welcomes three new staff and other new hires, promotions and awards

Nanovic is an accredited estate planner by the National Association of Estate Planners & Councils and has extensive background in estate planning, ...

Unconventional estate planning

The new program charges clients a flat fee for estate planning assistance as opposed to the conventional hourly rate for interaction with clientele.

8 Best Mutual Funds for Retirement

Craig Kirsner, president of Stuart Estate Planning Wealth Advisors in Coconut Creek, Florida recommends the PIMIX bond because it fulfills his clients ...