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

FINANCE | Here's your 'recession survival' checklist - The Livingston Parish News

Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your ...

Women's Farm Risk Management Series planned - Daily Advocate & Early Bird News

Legal Risk- estate planning, farmland leasing, and employee management. * Market Risk- access to market information and grain or livestock ...

Ask Amy: Should we tell our kids the details of their inheritance? - The Washington Post

Dad wonders if sharing the details of the family's estate with his children is the right ... Plus, it would help in their own financial planning.

What Is the Difference Between Business Succession Planning and Estate Planning?

Despite popular belief, estate planning and business succession planning are not the same. The two are different, but both are important.

Mom died years ago, but I just found a bond. What do I do? -

I see a form online for an estate to cash it, but what taxes will I owe ... an estate planning attorney with Witman Stadtmauer in Florham Park.