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

GEBA Expands Services with Launch of Wealth Management Division

... of financial planning, or closer to retirement,” said GEBA Executive Director ... analysis, retirement planning, estate planning and college planning.

Healthy Seniors Day slated for Friday

We're wanting to encourage seniors to be active and plan for the future.” ... 13 Agency on Aging and Disability will discuss estate planning at 11:30.

South State Corporation (SSB) vs. Bay Banks of Virginia (NASDAQ:BAYK) Head to Head Analysis

South State Corporation (NASDAQ: SSB) and Bay Banks of Virginia (NASDAQ:BAYK) are both finance companies, but which is the superior ...

Founder's son moves more than $19M in Garmin stock

The grantor-retained annuity trusts, or GRATs, are an estate planning tool ... The more appreciation there is, the more will pass through free of estate ...

Top Ten Legal Myths In Estate Planning

Tamra K. Waltemath is an elder law attorney focusing on wills, trusts, estate and trust administration, probate and non-probate transfers, guardianships ...