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

Higher estate, gift exemption can reduce estate taxes

The very large increases in the federal combined gift/estate exemption and the federal GST exemption present an important estate planning opportunity for individuals whose estates are likely to be above ... On the face of it, the new higher exemptions are good news for people with sizeable estates.

Pa. Bar Association offers free estate planning to first responders

Attorneys Dyan Dinstel, left, Brenda D. Colbert, center, and Kevin R. Grevas confer while volunteering at Wills for Heroes at Luzerne County Community College in Nanticoke on Saturday. Wills for Heroes is a national project that offers first responders free legal help in drafting a will or other estate ...

Business people

WALDEN - Michael Wagner joined Jacobowitz and Gubits, LLP as an associate attorney concentrating in estate planning and elder law. Wagner, of Sullivan County, was an associate attorney at Ettinger Law Firm and Chaves & Perlowitz, LLP, in New York City, where he served as director of elder law ...