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

Agriculture program for women starts June 3

... involved in agriculture will be in Clark beginning June 3, according to a news release. ... During the six-week class, women will learn how to develop financial ... and learn how to ask questions about retirement and estate planning.

Harasty receives certification

Financial Adviser Shandre Harasty of the financial services firm Edward Jones in Suffolk has been authorized by the Certified Financial Planner Board ...

Lesko Financial: Importance Of An Up To Date Will

... May 23, 2019 Lesko Financial segment that aired on Fox 40 News at 6. ... Estate-planning experts say the problem with Franklin's wills are that they ...

Virginia woman's request to be buried with her healthy dog creates stir in pet owners community

WWBT-TV in Richmond reports workers at one animal shelter tried to talk the executor of the estate out of the plan. They failed and the Shih Tzu mix ...

Midland States Bancorp Inc. (MSBI) and SB Financial Group Inc. (NASDAQ:SBFG) Contrasting side ...

SB Financial Group Inc. is observed to has lower revenue, but higher ... management products and services, including financial and estate planning, ...