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

Core Bank Announces the Roll Out of their Private Client Group

Craig McGarry, Executive Vice President, leads the team with his breadth of expertise and extensive knowledge in trust, estate planning, taxation, and ...

SoFi Offers Immediate Financial Assistance to Americans as Congressional Negotiations Stretch On

... complimentary access to career coaching and financial planning sessions. ... SoFi helps people achieve financial independence to realize their ...

8 VIP Tips on Retirement, Tax & Financial Planning Today

8 VIP Tips on Retirement, Tax & Financial Planning Today ... Read on to see what these and other financial professionals are ... Don't miss crucial news and insights you need to make informed investment advisory decisions.

Maryland Agricultural Highlights — August 2020

Free Online Webinar Series on Farm Succession and Estate Planning A free online webinar series for farm families planning for the next generation ...

Coronavirus Opens Door to Difficult Conversations About Estate, Succession Planning

Jim Rein, CPA and partner with KCoe Isom LLP, said now is the perfect time to put together an estate plan or update your current plan. "We have the ...