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

Generational giving promotes viability

On average, U.S. donors over the age of 65 give more than three times the amount donated to nonprofit organizations than donors ages 18 to 24 and ...

Pence Wealth Management Announces Laila Pence Enters Barron's Hall Of Fame Advisors

Our team of professionals with Ph.D. and CFP® designations has expertise in retirement, financial planning, estate planning, investments and ...

Pence Wealth Management Announces Laila Pence Enters Barron's Hall Of Fame Advisors

PWM President Most Recently Named to Barron's Top Women Financial Advisors ... Financial Planning offered through Pence Wealth Management, ...

Red Bank Law Firm Clarifies Estate Questions

Wyatt explained that the practice is focused on Estate laws; wills, ... Estate planning is to avoid any intra-family fighting and make it clear so that there are ... up for our daily e-news so you'll never miss what's happening in Red Bank!

To ensure your wishes are followed, prepare a will

One of the most frequent questions asked in estate planning is whether a will is really necessary, particularly when someone has taken steps to avoid ...