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

Vanguard on the estate plan your heirs are counting on - TheStreet

Most Americans lack essential estate planning documents, risking court delays and unintended asset distribution. · A new federal estate tax exemption ...

Your Money: Four myths of estate planning - YourErie.com

Estate planning is a personal financial topic that can be complicated and emotionally taxing ... News · BestReviews.com - Top picks to make everyone ...

Coastal Wealth Appoints Former Ameriprise Complex Director Michael Swinehart as Head ...

Coastal Wealth Appoints Former Ameriprise Complex Director Michael Swinehart as Head of Wealth Management & Financial Planning · News provided by.

Mark convinced his mom to seek financial advice. What are important questions to ask?

But good advisers do much more: retirement income planning, tax strategy, estate ... News · Economy · Energy · Mining · Real Estate · Finance · Work ...

The Diamond Podcast: Inside an $8B Boutique Firm's Evolution - Wealth Management

Estate Planning · The T&E Inner Circle: Portability – Lessons on Planning ... Latest news. Robinhood · Regulation & Compliance · Robinhood Wins Form ...