Platinum Level Sponsor

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

Sanctuary Wealth Partners Expands its Platform with the Dual Launches of Sanctuary Tax and ...

Tax services encompass tax planning, consulting, compliance, and reporting for state and Federal taxes. Family office services range from estate ...

Estate Planning Council of CNY elects new president and board

SYRACUSE — The Estate Planning Council of Central New York, Inc. ... along with the council's new board members, according to a council news ...

Barnet estate residents vote for Pozzoni's demolition plan in first London ballot | News

Nearly three quarters of residents at the Westhorpe Gardens and Mills Grove Estate, in Barnet, voted 'yes' to housing association Metropolitan and ...

CBB BANCORP INC/SH (CBBI) and Old Point Financial (OPOF) Head to Head Contrast

This table compares CBB BANCORP INC/SH and Old Point Financial's gross ... include retirement planning, estate planning, financial planning, estate and ... Newport News, Norfolk, Virginia Beach, Williamsburg/James City County, ...

Taking experience for granted

... of their finances, investments, tax planning, estate planning and beyond. ... Complete access to news articles on this website is available to Daily ...