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

Using Marie Kondo's principals for your financial life

... of M&T Bank to talk about how you can change up your financial future. ... discharge papers, marriage certificates and estate-planning documents. 4.

Your Estate Plan Isn't Complete Without Fixing the Password Problem

Not only have estate planning techniques become more complex, but the way ... This issue was recently in the news when the founder and CEO of a ...

Elder Law: Learn about legal documents and Medicaid

This may be a person's last chance to get their estate planning documents in place before a tragedy strikes that leaves the person either incapacitated ...

Giving peace of mind: Akron firm co-hosts free legal clinic with Legal Aid

... guardianship, housing conditions, name changes, powers of attorney, protection orders, special education, taxes, and will and estate planning.

Genealogy program planned at library

Salem Public Library, 821 E. State St., will host the genealogy program, “Estate Planning Genealogy Style,” at 6:30 p.m. Monday. The speaker, Marge ...