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

How Advisors Should Build a Succession Plan

Get the weekly U.S. News newsletter for financial advisors. ] While many advisors meet the succession guidelines of the Securities and Exchange ...

Attorney explains how to hold title in order to avoid tax bills and other problems

“This is the stuff no one ever tells you about,” said Ledwitz, the founding partner of Bezaire, Ledwitz and Associates, an estate planning law firm.

Estate Planning – Getting Your Assets Distributed According To The Estate Law

News Americas, NEW YORK, NY, Mar. 5, 2021: When the ownership of a property is in the process of being transferred to someone else, it's called ...

Montana State University Extension Examines Death Taxes and Their Misconceptions

BOZEMAN, Montana , March 5 -- Montana State University issued the following news: While delivering estate-planning presentations across Montana ...

Mid Hudson Valley, NY

Hudson Valley Financial Planning and Investment Firm Changes Name and ... In further good news, Morgan was recently honored as a 2021 Five Star ...