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

Norwin girls clamp down on Hempfield for 3rd straight win - TribLIVE Local

Exceptional Legal Guidance in Real Estate, Estate Planning & More ... News Service · Vangura. 14431 Vangura Lane, North Huntingdon, PA · Kitchens ...

Franklin Regional surges late to top Shaler, stay unbeaten in girls basketball Section 1-5A

Glenwood News · Hampton Journal · Highland Park News · Hill District News ... Exceptional Legal Guidance in Real Estate, Estate Planning & More.

Morgan Stanley prevails in latest deferred comp dispute - Financial Planning

Two brokers had sought an unspecified amount that they argued they were owed from when they worked at the Wall Street giant before departing for ...

Houston Estate Planning Lawyer Whitney L. Thompson Shares Key - openPR.com

Thompson Shares Key Questions to Help Families Discuss Estate Planning here. Delete press release. Edit press release. News-ID: 3813197 • Views: 2 ...

Clevenger Financial merges with Iowa companies to form Financial Integrators

IRA expert: Why traditional retirement accounts have become the worst asset for estate planning ... Financial News. ABOUT. Data Disclaimer · Help.