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

To Plan or Not to Plan ... That is the Question

When it comes to long-term financial planning, Americans are falling short. In fact, more than 80% of Americans fail to plan for their financial futures.

Building your financial future

Financial Professional Cameron McCarty stopped by Good Morning to talk about National Financial Planning Month and why now can be a good time ...

Scotland: thousands object to Trump housing estate plans

They complain the scheme breaches the local development plan, will clog local roads, and ignores demands from government planning inspectors ...

Plan your exit even if you never plan to leave your business

Assuming your business value increases, your estate can benefit from a step-up in basis if your ownership transfers according to your estate plan.

Seminar held at HCC to help residents understand estate planning and elder law

HOLYOKE, Mass. (WWLP) - Holyoke Community College hosted a seminar on estate planning Monday night. HCC gave members of the public the ...