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

Estate planning landscape continues to evolve - Cleveland Jewish News

The history of estate planning in the United States can be traced to the late 1700s. Since then, its purpose and protocols have undergone numerous changes.

Testate vs. Intestate: Estate Planning - Yahoo Finance

It might be second only to criminal law in this respect. This means that the specific rules governing estate planning, testate inheritance and intestate ...

RMO LLP Wins Seven-Figure Judgment for Elderly Client in Trust Contest - PR Newswire

The neighbor had manipulated her way to becoming the primary beneficiary of the decedent's trust, unwinding years of estate planning favoring the decedent's ...

Liberals may be more open to NDP tax proposals in new Parliament, experts say ...

Wilmot George, vice-president of tax, retirement and estate planning with Toronto-based CI Investments Inc., agreed that the Liberals appear to favour a ...

Investors' Dilemma: Should You Sell Your Stock To Buy a Home? - Yahoo Finance

The stock market and real estate market both experience ups and downs, ... management at Stuart Estate Planning Wealth Advisors in Coconut Creek, Florida.