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

Wills & Living Wills

WEDNESDAY, March 21, 2018 (HealthDay News) -- No one likes to think about end-of-life issues, but it's important for every adult to have a will, no matter their age. Writing out a will is the first step in what's called estate planning -- how you want your property distributed after you die. If you don't have a ...

Cetera Financial Group and Cetera Financial Institutions Welcome Marquette Bank's Wealth ...

Encompassing 12 financial professionals, Marquette Bank's wealth management program focuses on providing financial planning, retirement, insurance and investment management services to a diverse retail client base. The program, which was established in 1999, today supports approximately $382 ...

The Financial Guys plan move to larger office building in Amherst

The Financial Guys was founded 20 years ago and has expanded in recent years, adding employees who specialize in health insurance, retirement planning and estate planning, said general counsel Thomas J. Cannavo. The company's advisers appear regularly on WGRZ-TV and WBEN radio.

Judge issues mixed ruling in Pfister's case against Hechts

Andrew Hecht played a fundamental role in the planning and management of the Pfisters' estate plan and legacy, the judge wrote, preparing documents for the couple as early as 1989. “A.H. was a trusted advisor for Art and Betty, and immersed himself in their personal and financial affairs,” the petition ...

Informational meeting set to help landowners preserve estate and get the royalties they deserve

Informational meeting set to help landowners preserve estate and get the royalties they deserve ... They will also discuss taxes, family transfers and estate planning for royalty owners. Several ... To that end, can you please share the meeting details with your readers and plan to join us at the meeting?