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

CANADA: Tough money talks to have before it's too late

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New law changes when you must pull money out of retirement plans

Some of the rules for your IRA and 401K plan are changing. ... especially those who have done estate planning and trusts that have longer than ...

Elder Care: Must children be treated equally in estate planning?

For years now, news stories about the addiction epidemic have made a couple things ... Explain to your children the rationale behind your estate plan.

Contrasting Sandy Spring Bancorp (NASDAQ:SASR) & Community Bank System (NASDAQ:CBU)

The Community Banking segment provides financial products and services, ... tax and retirement planning, insurance analysis, and estate planning.

INVESTORS, PLANS & MONEY: The new SECURE Act: Does it affect you?

The SECURE Act directly affects three separate aspects of retirement accounts (IRAs and others): a popular estate-planning tool and two 'trigger' age ...