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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.

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Estate of Niskayuna philanthropists target of alleged $4 million theft

Estate of Niskayuna philanthropists target of alleged $4 million theft ... On Friday, state Attorney General Eric Schneiderman accused Sherwood and Lagan, who provided estate planning and other financial services to the Bruggemans, of stealing more than $4 million from those trusts in recent years.

Save or shred: How long should you keep financial documents?

As you get your financial records in order, it's important to think through how to keep and store your most important documents, but also know what you can shred. Here's a guide. If you are getting your financial house in order to kick off 2018, here's one more thing to consider: how long should you keep ...

Maryland Volunteer Lawyers Service to facilitate end-of-life planning session

Maryland Volunteer Lawyers Service's deputy director Susan Francis will facilitate a discussion about estate planning and advance health care directives at St. Paul's United Methodist Church on Sunday, Feb. 25. The presentation begins at 11:45 a.m. at 200 Main St. in New Windsor. According to an ...

Don't Let the New Estate Tax Rollback Distract You from What Really Matters

President Trump's new estate- and gift-tax rollback probably sounds like great news to anyone worried about passing down an inheritance to their ... They pick up the phone and make an appointment, or pick up an estate planning book, because somewhere, deep down, they know that they won't live ...

Business Briefs

Agri Tourism and Estate Planning. This year, there will be a collegiate session with topics on agriculture careers, resume building and dressing your best. “The conference, in addition to offering a multitude of educational sessions, provides a great opportunity for attendees to network and build valuable ...