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

Tax strategies in divorce

That beneficiary designation overrides any other will or estate-planning ... Michael Taylor is a columnist for the Express-News and a former Goldman ...

Congratulations to Modera for Being Featured Among Inc. Magazine's Fastest Growing Private ...

... families, endowments, foundations and others in the areas of retirement planning, estate planning, income tax planning, investment management, ...

Peoples Financial Services Corp (NASDAQ:PFIS) Experiences Heavy Trading Volume

It provides an array of wealth management products and services, which include investment portfolio management, estate planning, annuities, ...

New initiative aimed at helping seniors in LGBT senior community

The program will identify and create social groups and provide improved access to LGBT-friendly resources, such as estate planning, medical ...