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

Oakhurst Library to Host Elder Care Strategies Seminar with Martha Patterson on Saturday, March ...

Patterson, a California certified specialist in estate planning, trust and probate law is the founder of Geisler Patterson Law. She focuses on elder law, ...

AmeriServ Financial (NASDAQ:ASRV) and Arrow Financial (AROW) Financial Analysis

This table compares Arrow Financial and AmeriServ Financial's gross ... Further, it provides retirement planning, trust, and estate administration ...

Origin Bancorp (OBNK) vs. Franklin Financial Services (FRAF) Critical Review

Franklin Financial Services (OTCMKTS:FRAF) and Origin Bancorp ... and trust services comprising estate planning and administration, corporate and ...

Financial Comparison: City (CHCO) & MBT Financial (MBTF)

City (NASDAQ:CHCO) and MBT Financial (NASDAQ:MBTF) are both ... and corporate trust and institutional custody, financial and estate planning, and ...

Laura Lynn Thomas | Agnor Rapaport

Prior to joining Davis Agnor, Thomas practiced estate planning and ... free newsletters sent each morning and afternoon, and breaking news alerts.