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

Young, new farmers monitoring bills' progress

Hart also says either state or federal legislation could include language allowing retired farmers to aid young farmers through such mechanisms as estate planning and tax breaks. "That'd be nice," he said. "It's a gamble," he added of farming's inherent risks. Missouri Farm Bureau President Blake Hurst, ...

Law Day to be celebrated with free legal advice

Attorneys across Oklahoma will provide free legal advice on May 3, during the 67th annual statewide celebration of Law Day, a news release states. Oklahoma City and Tulsa ... This year's topics are mental health court, estate planning and expungement of criminal records. The Muskogee County Bar ...

$420M husband-wife firm bolts Royal Alliance for Kestra

Prior to his five years with Royal Alliance, Taylor Ranker had spent seven years with National Planning during his 26-year financial services career, according to FINRA BrokerCheck. Sonya Ranker came to Royal Alliance in 2014, and the Camp Hill-based practice formally joined Kestra on Jan. 22.

Tompkins Promotes Senior Trust Officer to Chief Operating Officer Ahead of Move to New $31.3 ...

With more than a century of experience in helping clients to build, protect, and preserve wealth, Tompkins Financial Advisors provides financial planning, investment management, trust services and estate administration. The firm has regional offices in White Plains, Rochester, Ithaca and southeastern ...

Tompkins Promotes Senior Trust Officer to Chief Operating Officer Ahead of Move to New $31.3 ...

Bunner, who holds a JD from the University of Pittsburgh School of Law, has been responsible for developing estate planning strategies for clients since ... View original content with multimedia:http://www.prnewswire.com/news-releases/tompkins-promotes-senior-trust-officer-to-chief-operating-officer- ...