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

FS Financial Departs Wirehouse for Independent Channel With Commonwealth

FS Financial will focus on the traditional pillars of investment, retirement, insurance, and estate planning. Sehl and Feijoo plan to continue to nurture ...

Austin-Based Stone Wealth Management Opens New Office, Makes Top Advisor List, Hones In On ...

Fiduciary standards and commission-free services have helped the firm attract new clients and add new positions for financial planning professionals ...

Millennials Paying More Attention To Life Planning As COVID-19 Pandemic Causes Wake-Up Call

“Seeing death around us every single day on social media, the news, ... you have children, as the number one reason people set up an estate plan.

PLANNING AHEAD: Pennsylvania's primary election and emergency powers [Column]

PLANNING AHEAD: Pennsylvania's primary election and emergency powers ... retirement, life care, special needs, and estate planning and administration ... forecast, summary of the weather details and news of any severe weather.

Healing Transitions Receives Grant from SECU Foundation to Expand Women's Campus

A not-for-profit financial cooperative owned by its members, SECU has ... of financial advisory services including retirement and education planning, ...