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

Do You Really Need a Will?

Every state has laws that govern the distribution of a person's estate if they die without a will, and it's doubtful that a general set of laws will be in line ...

Citizens Financial Services (OTCMKTS:CZFS) versus Its Peers Critical Survey

1.7% of Citizens Financial Services shares are owned by institutional ... In addition, it offers brokerage and financial planning services, as well as ...

Business briefs for 7/21/19

McIntire is also an experienced estate planner with the ability to blend sophisticated strategies with easy-to-understand presentation to help his clients ...