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

Don't Make This Inheritance Mistake. It Could Cost Your Loved Ones Big Time. - Barron's

Suppose you have a $3 million brokerage account and a $3 million tax-deferred retirement account. You plan to leave half of your estate to your ...

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... News provided by. EIN Presswire. Apr 20, 2024 ... planning your assets too. ... Building a comprehensive estate plan is another important role of an ...

Trust The Welter Law Office For Your Estate Planning Needs - Neighborhood News

Denise and her trusted paralegal Tara Ellis deliver top-tier legal services in estate planning, wills, trusts, probate and advanced healthcare ...

Transferring generational wealth: Don't leave it to the law - AFRO American Newspapers

... estate planning documents in place. That means ... The catch is you must have the life estate ... The AFRO provides readers with good news about the Black ...

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Denise Yurkofsky, of Wayland, recently joined Bowditch & Dewey to work with its estate planning group. She brings expertise in estate planning, ...