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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

LPL Financial Welcomes Advisor Trey Pope

Pope reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. Based outside of ...

Aubry Dameron Named Partner at Springer Lyle & Dameron - Columbia Daily Tribune

Her practice focuses on business and probate litigation, estate planning and civil and criminal appeals. ... news content “as is” without ...

Apella Buys $625M AUM Financial Connections, Lifting Assets To $10.5B - FA Mag

In a news release today, Apella President Jim Scanlan said Financial Connections' deep financial planning expertise, strong commitment to client ...

UK's Rich Race to Shift Wealth Before Inheritance Tax Deadline - Bloomberg News

Family business owners are using strategies such as gifting assets to younger generations or estate-planning entities to reduce financial risks in ...

SVC students compete in regional financial planning competition - The Latrobe Bulletin

St. Vincent College students Mariano Jimenez and Anthony Semelka are finalists in a financial planning competition after wowing judges.