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

Estate Planning Seminar

Mark the calendar and plan to attend a special program on Thursday, March 21 at 10 a.m., when the Oakdale Library will offer a free 'Estate Planning ...

Karl Lagerfeld's cat Choupette could inherit part of his fortune

Estate planning attorney Erach Screwvala said he has noticed that more people are listing unusual pet provisions in their estate plans to keep their fur ...

City hosts heirs workshop

VALDOSTA – The City of Valdosta and the Georgia Heirs Property Law Center will host an heirs property prevention and estate planning workshop, ...

What's in Chemical Financial Corporation (NASDAQ:CHFC) After Decline in Shorted Shares?

It improved, as 16 investors sold Chemical Financial Corporation shares while ... Moreover, Sigma Planning Corporation has 0.01% invested in Chemical ... 2019 as well as Nasdaq.com's news article titled: “CHFC Breaks Above 3% ...

Summit Financial, LLC Names Joseph Spada, CFP® 2018 Leading Financial Advisor

20, 2019 /PRNewswire/ -- One of the preeminent privately owned financial planning and wealth management firms in the Northeast, Summit Financial, ...