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

Library to hold estate planning workshop

The Southeast Steuben County Library, 300 Nasser Civic Center Plaza, Corning, will host a free workshop on estate planning from 1 to 3 p.m. Oct. 24.

SECU Offers College-Bound Students FAFSA Help Throughout November

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Free financial planning advice available at West Sacramento event

Put on by West Sacramento and the Financial Planning Association of Northern ... investment strategies, income taxes, insurance and estate planning.

Optimize Wealth Management adds Industry Veteran Warren MacKenzie as their Head of Financial ...

Optimize Wealth Management provides its clients with the Full Suite of Services such as Financial Planning, Investment Management, Will and Estate ...

Climbing the financial mountain

At the club/s Oct. 12 meeting, Racadio discussed estate planning, retirement planning, and said preparing for retirement is like climbing a mountain: ...