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

Creating trusts can protect assets, aging parents

I often counsel people on the importance of preparing an estate plan long before a tragedy occurs. Proactive planning generally can be much more ...

All Things Legal - Hour 2

... W-2 or 1099 form regarding employment, top 10 list regarding estate planning, probate vs. succession, lease issues and divorce proceedings.

Financial Comparison: Sandy Spring Bancorp (NASDAQ:SASR) vs. Community Bank System ...

The Investment Management segment provides comprehensive investment management and financial planning to individuals, families, small ...

Gary Miller: My strongest New Year's advice for business owners is sell your business in 2020

According to Lisa Featherngill, head of wealth planning at Wells Fargo ... Surveys of owners found that nearly 60% have an estate plan, but 69% of ...

JG Wentworth Announces the Official Launch of its New Stratus Funding Brand

This estimate owes itself to the success of annuities as a financial product to begin with,” said John Zepeda, Director of Business Development of ...