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

You're Spending Too Much Time On Your Investments

Investing seems to be the primary focus of their retirement planning. ... about the markets and especially focus on short-term moves, trends, and news. ... Of course, your family's after-tax wealth is improved when your estate plan is up ...

Seven Area Students Receive Scholarships From Enterprise Bank

BUSINESS NEWS ... Enterprise Trust, a division of Enterprise Bank & Trust provides financial planning, estate planning, investment management and ...

Frantz Ward acquires Kadish, Hinkel & Weibel

Kadish, Hinkel & Weibel served clients for 44 years and will add depth in the areas of real estate, estate planning, tax law, mergers and acquisitions, ...

Free Newport News seminar shows estate planning misconceptions

NEWPORT NEWS, Va. — The Peninsula Community Foundation of Virginia is hosting a free seminar about estate planning misconceptions.

Advisor Finds Key To Blended Family's Estate Planning Conundrum

Editor's Note: This article is part of the Financial Advisor series "How I Solved It." Advisors describe a client with a problem and what they did to help.