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

Spend the Summer Launching Your Financial Planning Career - The Bradford Era

The Bradford Era mobile app brings you the latest local breaking news, updates, and more. Read the Bradford Era on your mobile device just as it ...

Spend the Summer Launching Your Financial Planning Career - Olean Times Herald

The Salamanca Press mobile app brings you the latest local breaking news, updates, and more. Read the Salamanca Press on your mobile device just as it ...

Cemetery to offer estate, final arrangement planning | Business | times-georgian.com

Cemetery to offer estate, final arrangement planning. By TIMES-GEORGIAN STAFF news@times-georgian.com; Apr 24, 2025; 4 mins ago. Down to Earth Fair.

New bills aims to provide affordable estate planning for Guam families

News. New bills aims to provide affordable estate planning for Guam families. Thursday, April 24th 2025, 2:04 PM ChST. By KUAM News. Image. A new bill ...

Graduating from college? Take these steps to launch your career - Scranton Times-Tribune

Breaking News. Wall Street rises and markets ... planning areas such as investment planning, estate planning and psychology of financial planning.