Stockyards Bank

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.

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The latest pandemic tax season promises challenges in some areas, but not in others. Bloomberg News. Last year, donors could give $15,000 a pop to as ...

The Court of Appeals Takes a Look at an Undue Influence Claim from a Non-Jury Trial - JD Supra

The Surrogate's Court determined that the will, trust, and real estate transactions, all part of the decedent's estate plan, were the product of ...

Baird to buy 90-advisor firm that pioneered 'Masterplan' - Financial Planning

For reprint and licensing requests for this article, click here. Industry News M&A. TRENDING.

What Happened When I Met With a Financial Planner for the First Time - Business Insider

A financial planner advises clients on cash flow, spending, taxes, long-term savings goals, retirement, investments, estate planning, and more.

Soden: Avoiding Financial Ruin Due to Dementia - Voice of OC

January is Financial Wellness Month and what better way to start 2022 than with a great plan that can set you up for the new year and beyond.