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

Concourse Financial Group Welcomes Key Group | | news-journal.com

The group, which has offices in New Jersey, Massachusetts and Arizona, specializes in providing holistic planning services to high-net-worth clients ...

My will is old. Do I need to get a new one? - NJ.com

It's smart to review your estate planning documents to make sure they are updated.

Old Point Financial Corp (NASDAQ: OPOF) on 08-17-2022 declared a dividend of $0.1300 per share

An array of insurance products is also provided through Old Point Insurance, LLC. Trust provides a range of services, including retirement planning, ...

Estate planning: Avow Foundation offering free help to write will

Special to The News-Press ... However, because he had not completed an estate plan, his family did not know what to do with the assets he would ...

Former WeWork CEO Adam Neumann's New Real Estate Company Is Planning A Digital ...

News of a digital wallet offering brings into clearer focus Neumann's ambitions in the residential real estate space with his new venture. Since ...