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

Keystone Law Group (LON:KEYS) Trading 2.2% Higher

In other news, insider Simon Robert Philips sold 1,100,000 shares of the ... and incentives, planning and environment, probate and estate planning, ...

5 retirement questions to ask before 'How much should I save?'

This answer will impact your financial decisions in retirement. Estate planning isn't just for the ultra-wealthy — most people should create a basic ...

Bay Banks of Virginia (OTCMKTS:BAYK) Upgraded to Buy at Zacks Investment Research

In addition, the Bank offers investment services, including financial planning, securities brokerage, and insurance products through Investment ...

Critical Contrast: Franklin Financial Network (NYSE:FSB) & Dimeco (NYSE:DIMC)

This table compares Dimeco and Franklin Financial Network's top-line ... In addition, it offers retirement planning, financial planning, and investment ...

Mercer Advisors Ramps Up Tax Preparation Division With Addition of Hewitt

... management firm and tax preparer AL Hewitt Inc., according to a news ... The combination brings together in-house estate planning, tax return ...