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

Half of Hong Kongers expect family to care for them in retirement

Without adequate financial planning and saving, Hong Kongers will have to prepare to make many sacrifices in their twilight years, both financially but ...

Citizens & Northern Corp (CZNC) Soars 7.28% on May 26

The bank also maintains a trust division that provides a wide range of financial services, such as 401(k) plans, retirement planning, estate planning, ...

Divorce Planning: What You Need to Know as a Financial Advisor

Divorce Planning: What You Need to Know as a Financial Advisor. U.S. News & World Report | @usnews. May 26, 2020, 12 ...

Divorce Planning: What You Need to Know as a Financial Advisor

SUBSCRIBE: Get the weekly U.S. News newsletter for financial advisors. ] Building Your Team. A divorce financial planner, who often ...

The Best Estate Plan For Most Married IRA Owners After The SECURE Act

The elephant in the room of estate planning is uncertainty, and many traditional estate plans take a fixed in stone approach that does not account for ...