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

Allen Ostrofe: How to financially prepare for a catastrophe in five easy steps!

Examples of important estate planning documents would be your "durable powers of attorneys for health care/directive to physicians," "financial ...

Nov. 8: Estate Planning 101 at SJI Library

Margaret Langlie and Katie Loring present Estate Planning 101 at 7 p.m. Wednesday, November 8 at San Juan Island Library. This event is free.

Church addresses end-of-life medical planning

“There is a general resistance to estate planning. Folks don't want to talk about death,” said Susan Francis, deputy director of the Maryland Volunteer ...

Zacherl, O'Malley & Endejan adds two attorneys, Michael Edwards and Michelle Wenninger

Currently, Edwards assists clients with family law issues, small claims disputes, wills and estate planning, civil law issues, consumer protection ...

Elder Law, Estate Planning, Cider & Donuts

Join us for a casual conversation about ways to manage your financial and healthcare needs and those of your loved ones. Salvatore M. Di Costanzo ...