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

Don't let 2022 slip away without year-end planning - Buffalo Business First

Alan Mollot, president and certified financial planner, Mollot & Hardy Inc. Gregory Urban, partner, tax advisory group, Dopkins & Co.

Why investors need wealth management and financial planning - The Business Journals

Customized advice sometimes means giving clients difficult news. Wietlisbach said she has had two clients close accounts in the past 30 years when she ...

We want to cut one child out of our will. Can we? - lehighvalleylive.com

Adult children may anticipate, but are not legally entitled, to an inheritance, said Catherine Romania, an estate planning attorney with Witman ...

5 year-end tax moves to make for clients now - Financial Planning

The move limits your taxable income, and thus your tax bill, this year. With the income levels at which specific tax rates kick in set to rise for ...

Year-End Estate Planning For 2022 - Capital Gains Tax - United States

According to Bloomberg, nearly 2600 estates paid $18.4 billion in estate taxes in 2021, nearly double the amount paid to the IRS in 2020.