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 ArticlesHalf of Hong Kongers expect family to care for them in retirement
Without adequate financial planning and saving, Hong Kongers will have to prepare to make many sacrifices in their twilight years, both financially but ...Citizens & Northern Corp (CZNC) Soars 7.28% on May 26
The bank also maintains a trust division that provides a wide range of financial services, such as 401(k) plans, retirement planning, estate planning, ...ARE YOUR AFFAIRS IN ORDER? Have you
Have you done your Estate Plan? ... View our special section to see profiles of graduates, read news from around the area, and submit a profile of your ...