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.

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Columbus law firm joins forces with Cleveland practice - The Business Journals

Headquartered near Worthington in Far Northwest Columbus, Kessler & Ballenger specializes in taxation, estate planning and probate law. It was ...

Wolf, Baldwin & Associates, PC Announces the Retirement of Charles D. Garner, Jr, Esq.

Business News Article ... Practice areas include workers' compensation matters, business and corporate law, estate planning, estate administration and ...

Then and Now: Joseph Reece manages growth at RMP Law - Talk Business & Politics

) in estate planning and taxation from the University of Miami in 1998. ... Talk Business & Politics is a news website that covers business, politics ...

Syracuse Estate Planning Attorney Frederick P. Davies Highlights the Critical Role of Trust ...

... Follow us on Google News. SYRACUSE, NY - Many Central New York families sign a living trust agreement and assume the estate plan is complete ...

American Estate & Trust Launches API That Lets Platforms Embed a Regulated Directed Trustee

Programmatic onboarding and directed trustee services let technology platforms, insurers, and institutions build regulated trust and retirement ...