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

My mother-in-law died. Do we have to file inheritance tax forms? - lehighvalleylive.com

After reading the tax forms, I'm not sure if the estate requires a filing. ... an estate planning attorney with Witman Stadtmauer in Florham Park.

CNL Faces of Philanthropy: Giving Gifts of Hope - YubaNet

However, if every individual donor committed to match one year of lifetime giving through his or her estate plan, there would be immense benefits ...

Wealth Management in Banking Market Unrivalled Boom by 2028| - openPR.com

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Effective planning includes updating beneficiary designations | Investment Executive

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Encouraging Holiday Legacy Conversations in the Shadow of Covid-19 | Barron's

Stress that your client can enjoy tremendous peace of mind once these documents are completed with an estate-planning attorney. This holiday season is ...