Upstate Foundation

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

Financial Talks with Thom: Women & Retirement - Signals AZ

... estate planning, accounting, tax, real estate, law, and more. Members ... News. Our Services; Agency Services · Publishing Services. About; About ...

Corient makes Connecticut debut with $4.5B Northeast Financial Consultants

... planning, estate planning, and insurance analysis. The firm, which started as a financial planning and tax advisory business, now serves ultra ...

Redd and Simpson Named to Tax Law and Estate Planning “POWER List” - Stinson LLP

Clary and Jay are among 24 attorneys recognized for shaping Missouri's tax and estate planning field ... News & Insights. Print PDF. Share. Subscribe to ...

Allworth Financial Appoints Jeffrey Green as Chief People Officer - WOWK

... planning services, including investment management, tax planning and ... news-releases/allworth-financial-appoints-jeffrey-green-as-chief ...

Winged Keel Group Welcomes Carolyn Rogers to Strengthen Engagement in Washington ...

... News · Business Wire. Winged Keel Group Welcomes Carolyn Rogers to ... She serves on the Board of Directors for the Washington, D.C. Estate Planning ...