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

A wealth of experience

Gildner said he's striving for that hometown feel at the new location, which offers financial planning for retirement, college, long-term care and estate planning, as well as an ability to deal in stocks, bonds and mutual funds. “It's important to me that I know those people are going to be handed off to Shawn, ...

Town Court Judge Charged With Stealing $4M From Trusts Agrees to Resign

Sherwood, 58, and Thomas Lagan, an attorney and a longtime associate of Sherwood's, provided estate planning for the estate of Warren Bruggeman, a top ... According to a news release from the New York Attorney General's Office, the attorneys diverted $2 million from one of the sub-trusts into an ...

Peoples Financial Corporation Reports Results For First Quarter Of 2018 And Announces Dividend

"We are pleased with our financial progress in the first quarter," ... provided customers with financial, estate and retirement planning ... content:http://www.prnewswire.com/news-releases/peoples-financial-corporation-reports-results-for-first-quarter-of-2018-and-announces-dividend-300636617.html.

Peoples Financial Corporation Reports Results For First Quarter Of 2018 And Announces Dividend

provided customers with financial, estate and retirement planning ... The Peoples Bank is a wholly-owned subsidiary of Peoples Financial ... content:http://www.prnewswire.com/news-releases/peoples-financial-corporation-reports-results-for-first-quarter-of-2018-and-announces-dividend-300636617.

Rural Lands At Risk As Ranchers Prepare For Retirement

Outside of Cheyenne, Wyoming is an 8,900-acre former ranch where cattle and horses once roamed. Now it's just open land with nothing but grass. When the owner passed away he didn't have a succession plan. With no obvious heirs, a family member sold it. It eventually became subdivided and a ...