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
Tim Sechler Featured Speaker at Elder Law Bootcamp in Warrendale - EIN PresswireThrough focused sessions, Sechler covered asset protection, Medicaid and long-term care planning, and common estate planning pitfalls that affect ...
Estate Planning 2026 Federal Tax Update | Lathrop GPM - JDSupraAs we start the new year, this Federal Tax Update highlights estate planning-related federal tax information as you consider 2026 planning ...
Steptoe & Johnson PLLC Announces 2026 Attorney Promotions - West Virginia Daily NewsNathan S. Catanese concentrates his practice on estate planning, estate and trust administration, charitable giving, tax-exempt organizations, and ...
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The 7 Biggest Money Stories Impacting Seniors in 2025Free will and estate planning tools ($898 value) included. Coverage ... Want the best money-news and tips to help you make more and spend less?
