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

A seismic shift in the estate-planning landscape

February 15, 2019 / News ... The recently concluded 53rd Annual Heckerling Institute on Estate Planning in Orlando, Fla. continued the theme of last ...

Free will, trust planning event set

The three things your estate plan must include to keep money out of the hands of the government, (and it almost certainly doesn't right now, even if ...

SENIOR SPOTLIGHT: Composing the 'family love letter'

If you are among the 30 percent of adult Americans who have prepared an estate plan, congratulations. By taking the steps needed to create a plan ...

IGM Financial (OTCMKTS:IGIFF) Rating Reiterated by Barclays

Scotiabank reaffirmed a “buy” rating on shares of IGM Financial in a ... The company also offers financial planning services, including investment, tax, ...

Kane Financial formally opens in New Hartford

NEW HARTFORD — Kane Financial formally opened its office at 8469 ... and young professionals, according to a Greater Utica Chamber news release. ... Kane began his career in financial planning as an intern in 2005 while ...