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

From 'Boyz N the Hood' to 'Parks and Rec,' the Philly Register of Wills is using pop culture to talk ...

In her role as Philadelphia Register of Wills, Tracey Gordon has often heard people say they don't want to discuss wills and estate planning with their ...

Proper Planning for your future may be easier if you speak with Attorney Patrick Smith

Attorney Smith combines his knowledge in the fields of estate planning, corporations, and charitable giving with true care and concern for his clients. He ...

Foreign Trusts and Foreign Grantors—Special Issues

Trusts are a common estate planning tool in the U.S. and many other common law jurisdictions and relatively simple to administer in most cases.

Morning Pointe to host virtual retirement planning seminar

Morning Pointe, together with certified estate planning specialists and attorneys Martin Pierce and John Huisman of the law firm Pierce & Huisman, ...

Is the tax tail is wagging the planning dog?

The threat of increased taxation is a proper motivator, but taxes should never be the sole driver of the estate planning process. By Dale Cammon – ...