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

Wililamstown: Sweetwood hosting estate planning seminar

Sweetwood of Williamstown Retirement Community will host a seminar on "Estate, Financial and Tax Planning for Elders and their Families" at 4 p.m. Friday, Feb. 23, in the Sweetwood auditorium, 1611 Cold Spring Road. The seminar, which is expected to last slightly over an hour, is free and open to ...

Basking Ridge Resident Among New Trustees for Friends of Historic Jacobus Vanderveer House

A frequent speaker on estate planning and administration, she is a member of the Estate Planning Council of Northern New Jersey, the New Jersey and ... which have appeared in New Jersey Hills Media newspapers, New Jersey Monthly and other publications, have chronicled breaking news from all ...

Steven Merrell, Financial Planning: Should I roll my 401k into an IRA?

The primary reason is flexibility. In a 401k plan you have a limited menu of investment choices. In an IRA, your investment menu is much broader and can even include investment real estate. There are several things to consider as you think about rolling your 401k money into an IRA. I encourage you to ...

Senior centers gear up for St. Patrick's Day festivities

SENIOR NEWS: New site for senior center in Red Hook offers more space, activities. The OFA's Senior Friendship ... A question-and-answer session on topics including wills, trusts, estate planning and more with attorney Andrew Baffi will take place at 10 a.m. Saturday, Feb. 24, at the Stanford Free ...

Not expecting to be a caregiver? You'd better check that with your parents

“Communication is vital between the generations in terms of caregiving, estate planning and myriad other reasons,” Kramer said. “Communication goes a long way to help both generations plan and live without regrets.” So how can families begin these talks? First, get the entire family together (or at least ...