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

Saturday Briefs

A frequent speaker to professionals, civic groups, and the public on Medicaid, estate planning, veterans benefits and other elder law issues, Wylkan is also a member of the prestigious American Academy of Estate Planning Attorneys. Wylkan will be presenting valuable information, including how to ...

House in same neighborhood as Mar-a-Lago sells for about $10 million

In that transaction, they acted as trustees of the the seller, the Gardenia Revocable Trust. An attorney for the couple said at the time that the transfer was made solely for estate-planning purposes. Under Florida law, the price in that transaction was recorded because a Krock-family lender had issued a ...

Save the Date: Plan the future of your land workshop April 30

The free session will present information on farm succession, leasing, forestry management, land conservation, estate planning and financial planning. The dinner and workshop will be held at Erving Senior Center, 1 Care Drive off Route 63, on Monday, April 30, from 6 to 8 p.m.. “For thousands of years ...

Planning approval sought for new $30 million golf estate in Arrowtown.

A long touted golf estate planned for Arrowtown in Central Otago is a step closer to reality, with resource consent being officially applied for by the developers. The website is reporting, that local Queenstowner Sir John Davies and his son Michael have applied for consent to build an 18-hole ...

WENY News - AIM to Help Families Dealing with Developmental Disabilities Pla

ELMIRA, N.Y. (WENY) -- For those caring for someone with a developmental disability, ensuring that loved one is long taken care-of is a process experts say should start early. Unfortunately, one many families start too late. "They are dealing with the day-to-day care and trying to obtain services," says ...