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

First Busey (NASDAQ:BUSE) Builds on Diversified Banking Model | Kalkine Media

... estate planning solutions. It focuses on long-term financial continuity ... The content, including but not limited to any articles, news ...

To be comfortable or secure in retirement, it's about financial planning - Union Leader

As a financial planner and head of the Charles Schwab branch in Nashua, Mark Levesque fields a slew of questions from people on the brink of ...

October Estate Planning - Smith Mountain Eagle Events

Join Sarah Bidwell, with Wills on Wheels, as students learn how to create an effective estate plan that aligns with ones goals and ensures a ...

Harrisburg holds first ever 'Heroes Run' to honor first responders and veterans - fox43.com

... estate-planning documents to first responders, military veterans and their families. ... Download the WPMT FOX43 News from Central PA App.

I Asked ChatGPT To Plan My Entire Retirement: Here's What It Said - GOBankingRates

Estate planning got mentioned but not detailed. If leaving money to ... news on investing, money, and more with our free newsletter. Submit.