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

Americans' Financial Satisfaction: Index to be Released this Thursday, October 24

Personal Financial Satisfaction Index (PFSi) measures financial pleasure ... The AICPA's Personal Financial Planning (PFP) Section is the premier ...

Casa Unveils New Solution to 'What Happens to My Bitcoin When I Die?

Its new solution thus aims to offer both a technical and service-based approach to inheritance, in compliance with the existing estate planning and ...

EverQuote Inc. (EVER) and Regions Financial Corporation (NYSE:RF) Comparing side by side

We are contrasting EverQuote Inc. (NASDAQ:EVER) and Regions Financial Corporation (NYSE:RF) on their analyst recommendations, profitability, ...

Reviewing AmeriServ Financial Inc. (ASRV)'s and Washington Trust Bancorp Inc. (NASDAQ:WASH ...

AmeriServ Financial Inc. (NASDAQ:ASRV) and Washington Trust Bancorp Inc. ... Table 1 demonstrates AmeriServ Financial Inc. and Washington Trust Bancorp Inc.'s ... estate planning and administration, custodial services, and pre-need trusts; ... AmeriServ Financial Inc. - Receive News & Ratings Daily.

$0.63 EPS Expected for Main Street Capital Corporation (MAIN)

Raymond James Financial Advsr accumulated 0.01% or 53,773 shares. ... business expansion capital, growth financings, family estate planning, and other ... More notable recent Main Street Capital Corporation (NYSE:MAIN) news ...