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

Kingswood (LON:KWG) Given Corporate Rating at FinnCap

In other news, insider Graydon Butler acquired 1,050,000 shares of the ... regular savings, individual and family protection, tax and estate planning, and ... Receive News & Ratings for Kingswood Daily - Enter your email address ...

Russ Prince: Why 10% Of Life Insurers Have A Lock On UHNW Market

Policies are used in many creative ways to facilitate wealth enhancement and transfer, estate planning and asset protection. Life insurance is an ...

WSJ Attacks SECURE Act 'Pay-For'

The Stretch IRA is an estate planning technique used to effectively spread the taxation of an inherited IRA by choosing a grandchild as a designated ...

Reviewing Tompkins Financial Corporation (TMP)'s and HomeTrust Bancshares Inc. (NASDAQ ...

Tompkins Financial Corporation (NYSEAMERICAN:TMP) and HomeTrust ... employee benefit consulting services; and insurance planning services.

Baker Newman Noyes announces five senior promotions in Maine

She serves as a board member for the Maine Estate Planning Council and Sexual Assault Support Services of Midcoast Maine (SASSMM). Zachary ...