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

Philanthropy Exec Dir -Gift & Estate Plan

Requisition Number: RE13469. Working Title Executive Director - Gift & Estate Planning. Department Name: 14000:Office Of Development. Work Location: Lexington, KY. Grade Level: 52. Salary Range: $100,755-171,267/year. Type of Position: Staff. Required Education: BA. Click here for more ...

Estate Planning: The difference between a trust and a will

The Will, it is a “legal instrument” that allows you to name an executor to act as the personal representative of your estate. A will only takes effect after you die. ... Dennis A. Fordham, attorney, is a State Bar-Certified Specialist in estate planning, probate and trust law. His office is at 870 S. Main St., ...

Estate planning workshop slated for March 5

Estate Planning Survival Guide: The Deadly Dozen,” a workshop the will cover the 12 common estate planning mistakes, will be held from 1 to 3 p.m. March 5 at the Colonial Square Senior Village, 110 Creekside Drive, Painted Post. Elder law attorney Patrick Roth, of Corning, will discuss the truth ...

Guilderland judge and second lawyer accused of stealing $4 million from estates

Sherwood and Lagan, who provided estate planning and financial advice to the couple since at least 2006, both were arrested Friday morning after an investigation by the state Attorney General's office, the U.S. Attorney's office and the FBI. They are accused of diverting about $4 million in trust fund ...