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

At the Hospitals for Sunday, Au

The money is used to cover costs associated with estate planning and ... of life,” Gifford Development Director Ashley Lincoln said in a news release.

Bonnie Kraham: Anatomy of a probate proceeding

To avoid the cost, duration and potential will contests of a probate proceeding, you may instead create a living trust as the main estate planning ...

Financial Comparison: HMN Financial (NASDAQ:HMNF) & Riverview Bancorp (NASDAQ:RVSB)

This table compares HMN Financial and Riverview Bancorp's top-line ... In addition, the company offers financial planning products and services; and ...

Hawthorn, PNC Family Wealth Names Hostettler Senior VP

Hostettler is a member of the Tax and Estate Planning Council of Akron, the Trust and Estate Planning Committee of the Stark Community Foundation ...

Critical Comparison: Camden National (NASDAQ:CAC) & Harleysville Financial (NASDAQ:HARL)

This table compares Camden National and Harleysville Financial's net ... Further, it offers a range of investment management, financial planning, ...