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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.

Featured Articles

Community news: Footbridge collapses over San Marco River

Community news: Footbridge collapses over San Marco River ... Education and Conference Center, 4900 Mueller Blvd. Participants will learn from a panel of legal experts on topics related to legal planning for mental health, focusing on special needs trusts and the importance of trusts in estate planning.

Local attorney provides representation, counsel

“I have three primary areas,” said Cook “On the private side, I mainly do probate and estate work, which includes conservatorships, guardianships, contested estate matters, and what we call probate administration. I also do other will and estate matters like will drafting and estate planning. In addition, I ...

Learn Basics Of Bethel Estate Planning

BETHEL, CT - From Bethel Public Library: Join us at the Bethel Public Library on Wednesday April 11, 7-8 pm, to learn the basics of estate planning from two experts. Financial Advisor Helen Curtin and Attorney Ed Kelleher will explain how properly planning an estate helps prepare a secure future for all ...

The Art of Retirement FREE Presentation at The Ridgefield Library on April 10

According to Ramsey Solutions, about 56% of Americans lose sleep when they contemplate retirement. With approximately 10,000 people retiring every day, failing to plan can be an irreversible mistake. Retirement is the most significant lifestyle change an individual will typically undergo, and one is ...

Forbes Names Gina Bolvin Bernarduci Among America's Top Financial Advisors

BOSTON, March 23, 2018 /PRNewswire/ -- Gina Bolvin Bernarduci, an independent financial advisor and president at Bolvin Wealth Management Group, Inc. ("Bolvin Wealth Management Group"), was recently recognized as one of the 2018 Best Wealth Advisors in Massachusetts by Forbes, ...