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.

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... and debt, growth vehicles such as licensing and franchising, and protection of business, namely estate planning, intellectual property and contracts.

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AmeriServ Trust and Financial Services Co. has announced that Robert E. Vamos ... He is a member of Cambria & Somerset Estate Planning Council.

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Here's a roundup of legal tech news from the past two weeks. ... InterActive Legal, a company that specializes in software for estate planning and elder ...

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Decrease in estate tax exemption from $11.7 million to $3.5 million. ... Many estate planning attorneys around Houston indicate that the fourth quarter ...

I'm leaving my estate to my caregiver. Can my family fight it?

A. Family fights over an estate after someone dies is unfortunately not ... You should work with your estate planning attorney to try to limit the success ...