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

Edwin W. Wolf Obituary - Erie Times-News

... estate planner and Chartered Life Underwriter (CLU) for life insurance companies. Ed was active in charitable work with the Shriners and loved ...

Court of Chancery Finds Employee's Restrictive Covenants Unenforceable for Lack of Consideration

News & Insights. Popular; Labor & Employment · Finance & Banking ... Delaware Enacts End-of-Life Options Act: Key Implications for Estate Planning ...

Waynesboro's Alexander Hamilton Library wins financial literacy award - LocalNews1.org

... Financial Literacy for the “Plan Today for Tomorrow” estate planning series. ... Copyright 2025 © Local.News LLC. All rights reserved. My Account ...

Plaza Advisory Services Stresses the Importance of Coordination - Ladue News

On top of providing tailored investment advice, cash flow planning, financial organization assistance and more, Plaza Advisory Group can also help you ...

Aberdeen Group to divest financial planning arm to Ascot Lloyd - Yahoo Finance

The transaction does not encompass the entirety of Aberdeen Financial Planning's operations.