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


Learn how to provide and protect your family through a free seminar from the UC Foundation's Office of Gift Planning.

Bay Banks of Virginia names new CFO

Bay Banks of Virginia Inc., the holding company of Richmond-based Virginia Commonwealth Bank and VCB Financial Group, has named Judy C. Gavant ... VCB Financial Group provides management services for personal and corporate trusts, including estate planning, estate settlement and trust ...

Wrap-Up & Resources Shared: Legal Information Session on Estate Planning for Peace of Mind

We would like to thank our participants for attending yesterday's Legal Information Session on “Estate Planning for Peace of Mind”. It was a great session and an opportunity for everyone to ask questions and to learn more about the legal issues surrounding wills and protection mandates, specifically ...

Genesis to present estate planning seminars

DAVENPORT– Genesis Philanthropy and the Genesis Foundation will present a free educational resource for persons interested in creating or revising a will or estate plan. “Where There's A Will, There's A Way'' events will be presented by local estate planning attorneys. Dates for seminars are:.

Archdiocesan news briefs

Junior Hannah Nicholson recorded the top composite score of 36 on the ACT in February, becoming the third Cor Jesu Academy to earn the top score this academic year. On average, less than one-tenth of one percent of students taking the ACT gets the top score.