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

Notable names

Baker will assist ESL Federal Credit Union customers with the development of long-term planning strategies aimed at working toward their investment ...

LOTTERY DREAMING: What to do if you win

“There's also an estate tax, which you don't pay until after you're gone, but you might want to think about talking with an estate planning attorney as ...

Talk on care planning at Oxford Library

... the best choices are made as a result of good planning, such as career, financial, retirement and estate planning,” Aiksnoras said in a news release.

Will Republicans kill the estate tax?

Beyond that, "with a small amount of tax planning and for a relatively small amount of money you can avoid the estate tax," said Howard Gleckman, ...

Fiduciary Trust Taps Industry Veteran Gerard Joyce as National Head of Trust & Estates

Mr. Joyce has decades of experience leading domestic and international trust businesses and developing estate plans for sophisticated private clients ...