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

Today's calendar for January 17

How to Protect Your Stuff in 3 Easy Steps: 6 to 8 p.m., Estate Planning Law Center, 555 French Road, New Hartford. A free estate planning workshop ...

FINE PRINT: The SECURE Act, explained

(This should be discussed with your financial planner or estate planning attorney.) There are exceptions for spouses, minor children and certain others ...

Business Briefs

Evans receives Certified Financial Planner Certification. Financial advisor John T. Evans of the financial services firm Edward Jones in Southwest ...

Elder Law: Will you plan now or pay later?

Estate planning attorneys will agree, it's better to die with a properly drafted Will than to die without one. If you don't have one, consider getting one.

How Insurance Planning Fits Into a Financial Plan

In working toward your goals, you may encounter obstacles that could thwart your entire plan. For financial planning, this is where insurance comes in.