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

Easing the Burden: Choosing end-of-life representatives

Choosing someone to be your financial power of attorney, personal representative or the successor trustee for your trust is one of the most difficult aspects of estate planning. Often you end up choosing the same person for each role. Other times there might not be a good choice and a trust company is ...

Digital assets make estate planning a business necessity

Digital assets make estate planning a business necessity ... Estate planning is not always at the forefront of a business owner's mind; however, in most cases it should be, if the owner's intention is for the business to ... Keep up with the latest IT news—subscribe to our Tech News You Can Use newsletter.

Business Briefs

Agri Tourism and Estate Planning. This year, there will be a collegiate session with topics on agriculture careers, resume building and dressing your best. “The conference, in addition to offering a multitude of educational sessions, provides a great opportunity for attendees to network and build valuable ...

Revisiting Your Will

Things change in our lives and estate planning should not be static. Most people find creating and reviewing their will to be an uncomfortable task, but in actuality you are creating an invaluable resource for your friends and family should something happen to you. Having an updated and comprehensive ...

Wililamstown: Sweetwood hosting estate planning seminar

Sweetwood of Williamstown Retirement Community will host a seminar on "Estate, Financial and Tax Planning for Elders and their Families" at 4 p.m. Friday, Feb. 23, in the Sweetwood auditorium, 1611 Cold Spring Road. The seminar, which is expected to last slightly over an hour, is free and open to ...