Encore Platinum Sponsor

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

Key ways average Americans can save for retirement, 401(k)s - TheStreet

Estate PlanningEstate PlanningEstate Planning · IRAIRAIRA · Social Security ... She creates daily video content covering financial news across various ...

The Money Talk: Planning for Aging Parents' Finances - Retirement Daily on TheStreet

News & Commentary · Retirement Research · Tools & Resources · Age Tech ... The Essential Estate Planning Guide · aging-in-place. Video · Aging in Place ...

Cameron Diaz and Benji Madden List Their Extraordinary Beverly Hills Estate for $17.8M

"Shrek" star Cameron Diaz and rocker Benji Madden will soon have one less posh property to manage, now that they've listed their farmhouse ...

Olean Library to host estate planning workshop | Local | oleantimesherald.com

Read the Olean Times Herald on your mobile device just as it appears in print. News in your Inbox!

Reports: Denver Nuggets 1st-round pick DaRon Holmes II tears Achilles in NBA Summer ...

... news conference Monday, July 1, 2024, in Denver.David Zalubowski/AP ... Julie Jason: Avoid probate litigation through effective estate planning.