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

Carosella & Associates Helps Clients Explore Beneficiary Rights and Solve Probate Matters in ...

West Chester, PA -- (SBWIRE) -- 09/18/2020 -- The estate planning lawyers at Carosella & Associates understand how important it is for clients to ...

Zeus's thunderbolt and estate planning

This pandemic is going to put a lot of pressure on smaller practices to close or consolidate, which I think is a bad thing for physicians and patients.

Money Talks – Planning for Life

Certified financial planner Chad Olivier talks about when in retirement you should get out of the stock market. Copyright 2020 Nexstar Broadcasting, ...

Now's the Time for Estate Tax Planning

First, the federal estate and gift tax exemption is at a historic high of ... All-time low IRS interest rates are another reason for succession planning, ...

MetLife Boosts Group Benefits Business With Acquisition

The company has also been keen on foraying into the digital estate planning space as evident from Willing acquisition in 2019 itself. These initiatives ...