Central Bank & Trust Company

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

RI State Police arrest disbarred Warwick lawyer on embezzlement charges

A former Warwick lawyer who was disbarred last summer after he reported stealing more than $1.2 million from clients was arrested Monday by the Rhode Island State Police, a news release said Monday. ... His practice in Warwick had focused on estate planning and long-term health-care planning.

Estate planning among topics of next West Utica neighborhood meeting

Ways to prepare for medical emergencies and major health and life events will be among the topics discussed during the next meeting of the West Utica Citizens Forum. According to a meeting notice, Utica attorney Mark Wolber will discuss estate planning, trusts, living wills and other related issues as ...

Banking royal commission: falsifying forms 'common practice' at NAB – live

A reminder that the falsification of the forms potentially rendered customers' estate planning - their wishes for what should happen with their superannuation when they die - invalid. ... And unlike many news organisations, we haven't put up a paywall – we want to keep our journalism as open as we can.

Lawyer charged with embezzling $1.2M from his clients

Mitchell's law practice centered on estate planning and long-term health care planning. His attorney, Robert Mann, said Monday he wouldn't make any statements about the case outside of court. Copyright 2018 The Associated Press. All rights reserved. This material may not be published, broadcast, ...

COMMUNITY BRIEFS

A free seminar on retirement planning, estate planning and senior care will be held at the Manchester Community Library on May 4 at 1 p.m. Local experts who will be on the panel are Manchester lawyer James M. Dingley, who holds an advanced law degree in estate planning and elder law; Nick ...