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: Feb. 20, 2018

She stressed the need for estate planning and explained the terminology involved. Statistics on long-term care needs and 2016's Indiana figures for elderly health care were presented. A review of Medicare's coverage as well as information on self-pay, insurance coverage and Medicaid that could age ...

GUEST EDITORIAL: What Tax Cuts and Jobs Act means for Nebraska's small businesses

Since this federal estate tax exemption may be “ported” from one spouse to another, this means that with proper estate planning, a married couple can now effectively pass up to $22.4 million of assets free from federal estate tax. Importantly, assets will still receive a basis step-up to fair market value as of ...

BlumShapiro Releases Top 10 Tax Tips of GOP Tax Reform Bill

News) –BlumShapiro, the largest regional business advisory firm based in New England, has released a summary of the top ten key points ... In addition, BlumShapiro provides a variety of specialized consulting services such as succession and estate planning, business technology services, employee ...

Ingrasci promoted to principal at Lumsden McCormick, president of Mt. St. Mary's Board of Associates

Ingrasci, a Niagara Falls resident, is a Magna Cum Laude graduate of Niagara University. He provides tax compliance and planning strategies to businesses and individuals concentrating on issues related to gift and estate planning, trust administration and wealth preservation. He has been with ...

Sovereign Financial Group of OneAscent

The two handle financial planning, investment management, and estate planning that take into account spiritual and ethical values of the companies. They also ... Will Hines, president of the company, is the son of commercial real estate broker Ben Hines of Spencer/Hines Properties in Spartanburg.