Kravit Estate Holdings, LLC

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

The Importance of Formal Communications When Amending Trusts | JD Supra

A recent appellate case serves as a valuable lesson for both estate planners and beneficiaries about adhering to formal procedures when making ...

LPL to pay $2.7 billion for Commonwealth Financial

Grant Blindbury of FMB Wealth Management said staying away from well-worn client-facing financial planning solutions has helped his firm separate ...

Judge weighs request to withhold investigation records in deaths of Gene Hackman and wife

... News · National News. Judge weighs request to withhold investigation ... Attorneys who specialize in estate planning in New Mexico say it's ...

LPL Financial Acquires Commonwealth Financial Network - Wealth Management

LPL to Buy Commonwealth Financial for $2.7B. The independent broker/dealer known for its small, boutique culture will be absorbed into the largest IBD ...

Judge weighs request to withhold investigation records in deaths of Gene Hackman and wife - WBOC

... news conference in Santa Fe, New Mexico, on Friday, March 7, 2025 ... Attorneys who specialize in estate planning in New Mexico say it's ...