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

Why an estate plan should be a resolution for 2018

As the 2018 new year quickly approaches, many are considering a resolution that will have an immediate impact on their lives. Most resolutions will revolve around general wellness on a singular level: eating healthier, exercising more or getting out of debt. However, no resolution will be as impactful to ...

RAA Announces Gary Peterson as Vice President, Financial Consultant

With approximately $2.6 billion in assets under management, RAA provides personal solutions for 401(k) professional investment management, retirement and income planning, investment management, estate planning, survivor assistance, insurance guidance, tax return preparation and planning.

Laureate Center For Wealth Advisors Announces 2018 Gathering Event in San Diego

Senior estate planning attorney and managing partner, Joe Strazzeri invites wealth advisors to join them at the 14th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning.

Virginia Commerce Bancorp (VCBI) versus Enterprise Financial Services (EFSC) Head-To-Head ...

Enterprise Trust, a division of the Bank (Enterprise Trust or Trust), provides financial planning, estate planning, investment management, and trust services ... Receive News & Ratings for Virginia Commerce Bancorp Daily - Enter your email address below to receive a concise daily summary of the latest ...

Estate planning workshop to be held Jan. 8

The Cornell Cooperative Extension of Steuben County will offer “Five Critical Estate Planning Documents...and Five More You May Want to Consider,” a free informational workshop, from 1 to 3 p.m. Jan. 8 at the Corning Senior Citizens Center, 1 Park Lane. Elder law attorney Patrick Roth will lead the ...