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

Financial Contrast: HV Bancorp (NASDAQ:HVBC) versus Penns Woods Bancorp (NASDAQ:PWOD)

Daily Ratings & News for Penns Woods Bancorp ... Financial Contrast: HV Bancorp (NASDAQ:HVBC) versus Penns Woods Bancorp ... commercial, and construction real estate loans; agricultural loans for the ... In addition, the company provides securities brokerage and financial planning services, ...

Investopedia and WSJ Wall Street Journal Recognize The AAFM and GAFM Global Academy of ...

Professionals with these qualifications can apply directly for the MFP Master Financial Planner – Chartered Designation and Board Certification ®.

Concerns about New IRA Changes Are Out of Touch

If people want to lobby for more tax friendly estate planning, that's the road they should be taking, not complaining about rules designed to bring ...

Comparing West Bancorporation (NASDAQ:WTBA) and Citizens Financial Services (NASDAQ:CZFS)

Citizens Financial Services (OTCMKTS:CZFS) and West Bancorporation ... In addition, it offers brokerage and financial planning services, as well as ...

Avoid the rubber-chicken seminar

Want to save yourself three hours of a hard sell at a “free educational seminar” on estate planning? Here are the short answers to the teaser questions ...