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 Survey: Midland States Bancorp (NASDAQ:MSBI) and Bay Banks of Virginia (NASDAQ ...

In addition, the company offers management services, including estate planning and settlement, as well as trust administration, investment, and wealth ...

Hazen Law Group to Present Elder Law and Estate Planning Workshop Sponsored by PSEA

Harrisburg, PA (Law Firm Newswire) November 21, 2019 - Hazen Law Group is proud to participate in the eighth annual 2020 Education Forum and ...

Tragicomic Fiction That Masquerades as an Extended Lawyer Joke

... deals with the felt and future consequences of sudden dire news. ... except when he turns to mercenary estate planning, even if this is motivated by a ...

Selling to Junior: How Private Equity Can Fund Family Succession and Foster Success

Welcome to Thomas Insights — every day, we publish the latest news and analysis ... Implementation of estate planning mechanisms in advance of a transfer is ... may qualify for private equity financial sponsorship of the transaction.

Comerica (NYSE:CMA) and Old Point Financial (NYSE:OPOF) Critical Comparison

Old Point Financial pays an annual dividend of $0.48 per share and has a ... Comerica has higher revenue and earnings than Old Point Financial. ... include retirement planning, estate planning, financial planning, estate and ... Newport News, Norfolk, Virginia Beach, Williamsburg/James City County, ...