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.

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Described as a "sketch plan review," it's the first official, detailed presentation at a Select Board meeting since the concept was rolled out informally at a ... Since the current version of the 37 Interlaken group's proposal would require a Cottage Era Estate bylaw change, a Planning Board subcommittee is ...

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Q&A: A West Chester native is helping people in his community prepare for their futures

It was during those years that I realized how much it meant to me to see people achieve true financial freedom - to master the use of money instead of being mastered by it. I made a complete career change as a result and have been so grateful I did. I've spent the last 19 years helping folks plan for their ...

John VanWeelden, Founder & Principal VanWeelden Financial Group. CONTRIBUTED

I love what we do at VanWeelden Financial Group. In addition to becoming an Accredited Investment Fiduciary, I also pursued a designation of Chartered Advisor in Philanthropy, a post graduate degree combining advanced studies in Estate and Charitable Planning, which enables to help folks give.