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

Patterson Belknap Announces Six New Partners and Two Counsel

... with individual clients, as well as with their accountants and other family and financial advisors, to help achieve their unique estate planning goals.

Callahan Financial Planning's Rebecca Barnes Earns IRS Enrolled Agent Status

11, 2018 /PRNewswire/ -- Callahan Financial Planning is pleased to announce that Rebecca Barnes, a Tax and Financial Planning Associate with ...

Mercer Advisors Continues Expansion with Acquisition Of Bell Wealth Management

Like Mercer, Bell has a long history of providing investment management and financial planning services to professionals in the medical community.

Kentucky First Federal Bancorp (KFFB) vs. Salisbury Bancorp (SAL) Financial Contrast

Salisbury Bancorp (SAL) Financial Contrast ... investment management, trust and estate planning, online and mobile banking, and direct deposits.

Aspen School District taking measures to remove human resources director

Hodges' indictment and disbarment stemmed from her estate-planning work for a couple in Missouri. Hodges pleaded guilty to one misdemeanor ...