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

The Hazards of Do-it-Yourself Estate Planning

But is online estate planning worth the convenience and initial savings? ... If you have any questions about your estate plan, you need to see a ... lawsuit https://topclassactions.com/lawsuit-settlements/lawsuit-news/41390-appeals- ...

Pennsylvania PSERS Freezes Apollo Global Investments over Epstein Ties

... the publication, Black said the payments to Epstein were for estate planning ... Plan sponsors that delayed transferring pension risk because of the ...

LETTER TO THE EDITOR: Englewood Bank & Trust's Hunter to give estate planning lecture at ...

LETTER TO THE EDITOR: Englewood Bank & Trust's Hunter to give estate planning lecture at month's end. Featured News, The News · October 23, ...

Life Insurance Premium Financing: What You Need To Know

Many business owners and real estate owners have a substantial need for liquidity for estate planning and business succession purposes.

Elder Care: Options for family home transfer (Part 2 of 3)

Estate planners have introduced parents to the idea of a “family trust” as a useful tool to preserve the family home from the burden of taxes or long-term ...