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

Heritage Elder Law & Estate Planning opening new office

After almost five years of helping families with their asset protection, elder law and estate planning needs in Venango County, Heritage Elder Law has constructed a new office in Franklin. Although their home office is based out of Butler, Heritage has offices and meeting locations throughout all of ...

Estate of Niskayuna philanthropists target of alleged $4 million theft

Estate of Niskayuna philanthropists target of alleged $4 million theft ... On Friday, state Attorney General Eric Schneiderman accused Sherwood and Lagan, who provided estate planning and other financial services to the Bruggemans, of stealing more than $4 million from those trusts in recent years.

The Biggest Black Business and Other News This Week

Estate planning for millennials sounds counterintuitive. However, it's not real wealth if you don't effectively transfer it to future generations. April is Financial Literacy Month, so we're a bit ahead of ourselves here, but already the news about financial knowledge in the nation's public schools is, for the most ...

7 Big Estate Planning Mistakes - Part 2

A power of attorney (POA) is an essential estate planning document. But you (and especially your agents) need to know its limits and how to maximize its benefits. In a POA, the principal (you) names one or more agents (often an adult child) to act on your behalf. The POA can be general, empowering ...

Save or shred: How long should you keep financial documents?

As you get your financial records in order, it's important to think through how to keep and store your most important documents, but also know what you can shred. Here's a guide. If you are getting your financial house in order to kick off 2018, here's one more thing to consider: how long should you keep ...