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

The case for estate planning in your 20s: At any age, some things are dear to you - MoneyWise

Without a plan, you won't have any say over what happens to your treasures one day. Get the latest personal finance news sent straight to your inbox.

Mattacola earns CFP designation | Daily Sentinel

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TIAA WEBINARS MAY AND JUNE 2022 | Intercom | Ithaca College

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Berkshire Money Management Welcomes New Members to Financial Planning and Advising Teams

Angela Elzner joins the firm as a paraplanner in the financial planning department and Kyle Lyman steps into the role of financial associate.

Clearing up confusion: The difference between a living trust and an estate plan

In the realm of estate planning, there can be a lot of confusion around terminology. Often people come into our offices asking for or about one ...