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

Forbes Ranks Clarfeld Financial Advisors #1 Wealth Advisor in New York state

"We are honored to be named the most elite wealth management firm in New York state, providing superior advisory, estate planning, tax planning and concierge services to high net worth families and individuals," said Clarfeld Financial Advisors CEO Rob Clarfeld. "Our attentive, comprehensive service ...

LegalShield's James Rosseau Joins Conference Board Economics Watch Webcast to Discuss ...

"It's too soon for our data to provide any conclusive insights on the economic effects of tax reform. Consumers are correct to feel confident about the economy, as our Consumer Financial Stress Index is near an all-time low. Still, in January, the LegalShield Estate Planning Index shot up to its highest level ...

People in the News—Feb. 20, 2018—Reilly, Wolfson, Sheffey, Schrum and Lundberg

Scott Alan Mitchell will lead the trusts and estates practice and he joined Saxton & Stump as a shareholder on Jan. 2 and has merged his practice with the firm. Mitchell brings over 22 years of estate planning experience to Saxton & Stump. He was formerly a partner with Mitchell and Young in Lancaster.

5 ways to hone retirement plans under new tax regime

Individuals with a net worth of close to or more than $11 million ($22 million for couples) can still lower the tax hit to their heirs with the use of trusts and estate-planning strategies. With the estate and gift tax still unified, it may also make sense to gift large amounts of assets tax-free to heirs now given the ...

Club News: Feb. 20, 2018

She stressed the need for estate planning and explained the terminology involved. Statistics on long-term care needs and 2016's Indiana figures for elderly health care were presented. A review of Medicare's coverage as well as information on self-pay, insurance coverage and Medicaid that could age ...