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

Moody's Downgrades CI Financial's Debt Ratings | Wealth Management

More. Menu. Log In or Register · News · Investment · Individual Wealth · Wealth Planning ... Financial. RIA Edge>RIA News ... estate planning and trust ...

Myers named Brann & Isaacson partner - Bangor Daily News

LEWISTON -- Attorney Meghan L. Myers has been named as a partner with the Lewiston-based law firm Brann & Isaacson. Myers provides estate planning ...

Lawyers on Call: Protecting your children while estate planning - WBNG

Associate of Coughlin ...

Social Security's customer service worsens amid 'dire' underfunding - Financial Planning

As Congress battles over shutdowns, Social Security's staff has dwindled to its smallest size in decades. For retirees, that means longer wait ...

Gubernatorial candidates on DCS - YouTube

$2.1 million verdict: Woman who sued Walmart and won talks to WKRG News 5 ... Eight Things NOT To Put In Your Will. America's Estate Planning Lawyers• ...