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

Estate Planning: Remaining at home as a senior citizen

Preparation for such in-home care includes planning around one's present and anticipated personal care needs, financial needs and estate planning ...

How To Fix An Expensive Estate Planning Mistake

This is, generally, a poor financial planning approach. ... This is where a little estate planning forethought can be highly beneficial. ... on the market, which is big news for anyone who's struggled to sleep to do a whirring, noisy fan.

Blue Jay Financial Group earns membership

Jason Bernal has been authorized by the Certified Financial Planner Board of Standards Inc. to use the CFP certification marks in accordance with CFP ...

Cornell Cooperative Extension to offer free estate planning workshop

The Cornell Cooperative Extension will offer the free workshop “Don't Let Your Estate Plan Sink” from 1 to 3 p.m. June 2. The workshop will be led by ...