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

Column: Managing A Financial Windfall

Let's face it, the reality for most of us is that a financial windfall will not come from a ... Now when it comes to planning your estate, a financial windfall or ...

Why expanded fiduciary is important

... steam and is no longer headline news due to delays and lack of support in general. ... This year when I renewed my Certified Financial Planner or CFP ... updated estate planning language, changing economic patterns including ...

It's never too early to start your estate planning

Marc Hall, financial advisor and senior vice president with Ariss Financial Group, talks to Tonya Pruitt about the steps of estate planning. For more ...

E*TRADE Launches Referral Network for Advisors to Expand Wealth Management Services to Its ...

NEW YORK--(BUSINESS WIRE)--E*TRADE Financial Corporation ... portfolio and their financial lives—from wealth management to estate planning.”.

Estate planning workshop to be held Jan. 10

The Cornell Cooperative Extension of Steuben County will offer “Five Critical Estate Planning Documents...and Five More You May Want to Consider,” ...