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

Do you have a vision for your farm?

Regarding farm estate planning, is your farm ready to transition when that time comes? When our twin daughters basketball team had the vision to win ...

Steps can be taken to keep details of estate plans private

However, when it comes to estate planning, too often we fail to consider ... There are several ways your documents or financial information may ...

3 tax-planning hacks you should make before the end of the year

More good news: gains of up to $500,000 on the sale of a principal ... In a couple weeks, I'll supply specific estate planning advice for those who aren't ...

Mattioli Woods (LON:MTW) Earns Buy Rating from Shore Capital

The company offers financial planning services, such as wealth building, trust ... Receive News & Ratings for Mattioli Woods Daily - Enter your email ...

Reviewing SB Financial Group Inc. (SBFG)'s and Chemical Financial Corporation (:)'s results

SB Financial Group Inc. (NASDAQ:SBFG) and Chemical Financial ... SB Financial Group Inc.'s current price-to-earnings ratio is higher than that of ... and custodial services; financial and estate planning; and retirement and ... of the latest news and analysts' ratings for SB Financial Group Inc. and related ...