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

ASK GINA: WHAT IS FINANCIAL EXPLOITATION?

And while we may associate this type of financial fraud with unknown callers or internet ... According to the National Council on Aging, elder financial exploitation means “the misuse or ... may be taking place for legitimate reasons, including estate planning or nursing home planning. ... Tri-County News

Legal Ease: Why your estate plan should address digital assets

While technology and the internet are convenient, it has taken the laws sounding estate planning time to catch up. On July 23, 2020, Governor Wolf ...

2020 Year-End Tax Planning: Georgia on My Mind

2020's year-end tax and financial planning is unique. It will require consideration of the taxpayer's facts and circumstances, existing rules, predicted ...

Receive some legal advice at the library

... focuses on family law issues like divorce, child custody and adoption, as well as bankruptcy, personal injury, estate planning and real estate law.

How to Help Your Family Wealth Last for Generations

The very definition of estate planning omits any mention of generational intent. That's a problem. Once the first generation passes away, the estate plan ...