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

Financial Services, Healthcare Firms Recognized For Best-in-Class Web and Mobile Platforms

In the related Asset Management – Investor Monitor arena, Fidelity won a gold medal for its exemplary estate planning resources, including a tool for ...

Zacks Investment Research Upgrades Bay Banks of Virginia (BAYK) to Buy

The brokerage presently has a $8.50 price objective on the financial services ... Bay Trust also offers financial planning, investment services, management of ... In related news, Director Vance H. Spilman purchased 10,000 shares of ...

Will the government shutdown delay Social Security benefits?

Clients who intend to leave a legacy to their loved ones should ensure that they include an estate plan in their retirement plans, writes a certified estate ...

Estate planning presentation on Jan. 21

SHELDON—Sheila Peelen, financial adviser with Edward Jones, will offer a presentation, “Preparing Your Estate Plan,” at 3 p.m. Monday, Jan.

Peter Mallouk On The Most Important Things You Can Do With Your Money

Like most wealth managers, Peter Mallouk helps clients establish and stick to a long-term personal and financial plan. Yet he also emphasizes living ...