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

FGKS Law announces Borger as shareholder

Borger's areas of concentration include business transactions and estate planning. FGKS Law, whose formal name is Faulkner, Garmhausen, Keister ...

Isabella Wealth trust advisor attends Cannon Trust School

The Bank offers personal and commercial lending and deposit products, as well as investment, trust and estate planning services through Isabella ...

Free online programs offered by Phoenixville Public Library

This class will help you determine the proper planning steps for adjusting your financial life and estate planning documents in the event of the death of ...

Estate Planning Insights – WHAT IS AN AB TRUST?

Ethan R. Okura Hawai'i Herald Columnist For most couples who do not have trusts, if one dies, everything goes to the spouse. If a married couple has ...

Coronavirus Vaccines Could Lead to Disputes Between Divorced Parents

With over 100 years of combined experience in family law and estate planning, Stewart Law Group represents clients both inside and outside the ...