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

Attorney to present estate seminar

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Upcoming Events

The Effingham Public Library with Land of Lincoln Credit Union will host an End of Life Estate Planning Program at the Suzette Brumleve Memorial ...

Contrasting of AmeriServ Financial Inc. (ASRV) and Its Competitors

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First Financial Northwest Inc. (FFNW) and Chemung Financial Corporation (NASDAQ:CHMG ...

This is a contrast between First Financial Northwest Inc. (NASDAQ:FFNW) and ... Chemung Financial Corporation seems to has higher revenue and ... pension, estate planning, and employee benefit administrative services. ... of the latest news and analysts' ratings for First Financial Northwest Inc. and ...

Financial Comparison: Boston Private Financial (NASDAQ:BPFH) & Security Federal Co. (SC ...

This table compares Boston Private Financial and Security Federal Co. (SC)'s ... Further, the company offers trust, financial planning, and financial ...