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

Local resident named Five Star Wealth Manager

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A good estate plan can ease the probate process

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Old Sturbridge Village Gets $5M Gift From Estate of Trustee

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Old Sturbridge Village gets $5M gift from estate of trustee

H-E-B president answers why store won't require masks · News. Old Sturbridge Village gets $5M gift from estate of trustee ... The gift from the estate of Helen A. Titus, who went by Susie, is the largest single gift in ... the Village in her estate planning,” President Jim Donahue told The Telegram & Gazette.

Your son is irresponsible. Do you leave the estate to him or the kids?

Family conflict can complicate financial and estate planning when we work with multi-generational and blended families. This can lead to emotional ...