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

PLW People in the News—July 16, 2019—McNees Wallace

Pridgen supports the trusts and estates group as a paralegal. She assists with the preparation of estate planning documents, non-judicial agreements ...

Former Atlas Financial Group Team Members Launch OneTeam Financial, LLC

CRANFORD, N.J., July 16, 2019 /PRNewswire/ -- A team of executives and staff formerly of Atlas Financial Group, a financial planning firm located in ...

Top Trial Lawyer Steven Ellenberg Joins Hopkins & Carley

“The firm's leading Trust & Estate practice, which is a particular focus of mine, ... real estate, employment, estate planning, and corporate, tax, and business ... .com:https://www.businesswire.com/news/home/20190716005194/en/.

Mercer Advisors Acquires Physicians Financial Advisors

Acquisition of Physicians Financial Advisors Increases Mercer Advisors' ... retirement benefits and distribution planning, estate and tax planning, asset ... View original content:http://www.prnewswire.com/news-releases/mercer- ...

Mercer Advisors Acquires Physicians Financial Advisors

Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisers and financial planning firms in ...