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

Probate Part II: The Court Appointed You as Executor, Now What? | WRVO Public Media

The Crisafulli Estate Planning & Elder Law, P.C. serves clients throughout central New York. See stories by Tim Crisafulli · More News.

4 Estate Planning Myths That Could Be Stopping You From Building Generational Wealth

Get the latest news on investing, smart money moves, & more! ... By subscribing, you agree to our Terms of Use and Privacy Policy. Unsubscribe at any ...

GOP Lawmakers Weigh 40% Tax on Incomes of $1M+ - Financial Advisor IQ

... news reports. GOP lawmakers have been weighing setting up a new bracket on ... Cetera FAs Can Tap Wealth.com's Estate Planning Tools; ICYMI ...

Wife, husband identified after they were found dead inside Chevy Chase residence - WUSA9

Her husband, William Fralin, was the president of an Arlington, Virginia law firm that specialized in estate planning and elder law, according to his ...

Is tech innovation the missing link to financial planning for advisors? - Investment News

As retail investors increasingly expect comprehensive financial planning from their wealth advisors, a new report from Cerulli Associates suggests ...