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

Liza Horvath, Senior Advocate: Whose attorney is it anyway?

It is not uncommon for an attorney who had worked with a decedent in developing their estate plan to then be retained by the trustee to help with administration. If a conflict arises, the attorney can resign but, since the attorney knew the decedent and ostensibly has knowledge of the decedent's wishes ...

Legal-Ease: Trusts in Ohio

He limits his practice to business, real estate, estate planning and agriculture issues in northwest Ohio. He can be reached at or at 419-659-2058. This article is not intended to serve as legal advice, and specific advice should be sought from the licensed attorney of your choice ...

SG Americas Securities LLC Buys 1394 Shares of Tompkins Financial Co. (TMP)

Tompkins Financial logo SG Americas Securities LLC raised its position in shares of Tompkins Financial Co. (NYSEAMERICAN:TMP) by 65.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,521 shares of the financial services ...

Max Alavi, Attorney at Law, APC is Excited to Announce its Santa Ana, Rancho Palos Verdes and ...

NEWPORT BEACH, CA, March 24, 2018 /24-7PressRelease/ -- Max Alavi, Attorney at Law, APC would like to share the exciting news of the addition to their office locations of Santa Ana, CA, ... He focuses his practice on assisting clients with estate planning, probate and trust and probate litigation.

Masood Dehnavifar joins Merchants Bank as senior VP

Masood Dehnavifar has joined Merchants Bank as Senior Vice President/Trust Department Manager, according to Merchants Financial Group, Inc. ... “I enjoy helping people and families, whether it is helping them see what is possible when it comes to their financial future, helping them put a plan in ...