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

Millionaires support proposed tax on large wealth: Tax Strategy Scan

Our weekly roundup of tax-related investment strategies and news your ... Exchange funds can also be a good strategy in estate planning, as heirs ...

Fiduciary Trust's Bryan D. Kirk Assumes New Role as Director of Financial and Estate Planning

“Bryan's extensive knowledge of complex trust, estate, and wealth planning issues positions him well to collaborate with all of our teams and clients ...

DC-based Fiduciary Wealth Manager Clark Kendall Publishes 'Middle-Class Millionaire', New ...

Now, he's transformed that belief and more than thirty years of experience as a fiduciary advisor into a new financial planning guide for middle-class ...

NBA All-Star Tony Parker Looks to Save Athletes From Blowing Their Fortunes

In addition to managing investments, NorthRock does everything from running an athlete's foundation to tax help and estate planning. It's branching ...

Contrasting of Tompkins Financial Corporation (TMP) and AmeriServ Financial Inc. (NASDAQ:ASRV)

Table 1 demonstrates Tompkins Financial Corporation and AmeriServ ... and investment management, financial planning and wealth management, ...