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 ArticlesRetirement planning course offered Oct. 8, 10 at WCU Biltmore Park
“As an educational experience, Retirement Planning Now contains something for everyone,” said Sadler. “We address financial issues that pertain to ...Donna J. Jackson is recognized by Continental Who's Who
... areas of guardianship, probate, durable power of attorney, trusts, estate planning and more. Comprised of a team of well versed legal professionals, ...Donna J. Jackson is recognized by Continental Who's Who
In recognition of her professional accolades, Attorney Jackson was honored as one of the 2011-2015 Five Star Wealth Managers in Estate Planning in ...Reviewing CNB Financial Corporation (CCNE)'s and TrustCo Bank Corp NY (NASDAQ:TRST)'s ...
As Regional – Northeast Banks businesses, CNB Financial Corporation ... In next table is shown CNB Financial Corporation and TrustCo Bank Corp NY's ratings ... and wealth management, estate planning and related advice, and custodial ... CNB Financial Corporation - Receive News & Ratings Daily.Ladenburg Thalmann Financial Services Inc (NYSEAMERICAN:LTS) Shorted Shares Increased ...
This segment also provides trust administration of personal and retirement accounts, estate and financial planning, wealth management, and custody ...