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
Beyond the Check: Rethinking What It Means to Give - TBBWSkip to content. Tampa Bay Business News, Companies, Real Estate ... A charitable plan doesn't exist separately from your financial and estate planning.
Santa Monica Public Library hosts financial education workshop series at Fairview BranchThe free series will be led by Financial Representative Fabrizzia Kaiser Soto, with an estate planning workshop featuring Attorney Dominic Rodono.
Prince George's Leaders Advise Financial Literacy in Daily Life - The Washington InformerNews Open dropdown menu ... Thus, in her role, she plans to be instrumental in estate planning and helping families write and store their wills.
Dolly Parton estate drama shows limits of even careful planning - InvestmentNewsTulsa estate planning attorney unpacks what dispute with the country music icon's nephew teaches advisors about trusts, heirs and family ...
Estate planning, land conservation seminar Oct. 17 at CCE Cattaraugus - Olean Times Herald... News, Local News, News. October 7, 2026. Estate planning, land conservation seminar Oct. 17 at CCE Cattaraugus. ELLICOTTVILLE — Cornell Cooperative ...
