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

AmeriServ employee achieves MDRT membership

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

Legal Tech Roundup: Mitratech, Intapp, InterActive Legal

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 ...

How to protect yourself from drastic tax reform consequences

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

Preparing for Retirement as an LGBTQ+ Person

Financial planners, estate attorneys and accountants spent a lot of time trying to create work-arounds that did not exist.” Today, with the option of ...

UAE: Younger expats now writing their wills amid Covid-19

“Normally, those coming to us for estate planning are 50 and above, but it appears that the pandemic may have made people consider sooner and ...