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

Club News

She also covered Death Planning including wills, life insurance, estate planning and trusts. It was very interactive presentation with many questions being asked. She provided a workbook entitled, “Indiana Laws of Aging” to those interested. Sandy Sorg and Pat Keenan will host the April 9 meeting at ...

Succession estate, loans and liens topics of sessions in Loup City

LOUP CITY — Free workshops on succession-estate planning and liens and loans will be presented March 29 at the Loup City Community Center. The workshops will be from 10 a.m. to 2:30 p.m., with succession and estate planning in the morning, and liens and loans in the afternoon. Lunch will be ...


Learn how to provide and protect your family through a free seminar from the UC Foundation's Office of Gift Planning.

Bay Banks of Virginia names new CFO

Bay Banks of Virginia Inc., the holding company of Richmond-based Virginia Commonwealth Bank and VCB Financial Group, has named Judy C. Gavant ... VCB Financial Group provides management services for personal and corporate trusts, including estate planning, estate settlement and trust ...

Wrap-Up & Resources Shared: Legal Information Session on Estate Planning for Peace of Mind

We would like to thank our participants for attending yesterday's Legal Information Session on “Estate Planning for Peace of Mind”. It was a great session and an opportunity for everyone to ask questions and to learn more about the legal issues surrounding wills and protection mandates, specifically ...