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

Aretha Franklin's handwritten wills found: Big estate planning no-no

The Queen of Soul, Aretha Franklin, should have given more r-e-s-p-e-c-t to her estate planning. When she died last August, it was reported that she ...

Conference Highlights Key Bahamas Products

#Tanya McCartney, the BFSB's chief executive and executive director, said: “The Bahamas has a firm legacy in trust and estate planning. Expertise in ...

Elder law, estate attorney explains Aretha Franklin's will situation

Elder law, estate attorney explains Aretha Franklin's will situation ... Joining FOX 2 is elder law and estate planning attorney Patrick Simasko to talk ...

What Is Estate Planning?

An estate plan will allow you to distribute property according to your wishes. You can include instructions for minor children, charitable donations, and ...

Chemical Financial Corp (NASDAQ:CHFC) Institutional Investors Sentiment Index Increased in ...

Also, the number of hedge funds holding Chemical Financial Corp in their ... Chemical Financial Corporation operates as a financial holding firm of ... and custodial services; financial and estate planning; and retirement and ... Financial Corporation (NASDAQ:CHFC) news were published by: Finance.