The Greater Kanawha Valley 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

Around the Tri-Towns: Happenings in Boxford, Middleton and Topsfield

10; https://curleylawfirm.com. Certified elder law attorneys Patrick Curley and Lucy Budman will give a presentation on estate planning, independence, ...

SignatureFD Expands Charlotte Team With Deeply-Experienced Advisor

SignatureFD, a leading financial design and advisory firm that offers ... release here: https://www.businesswire.com/news/home/20190916005553/en/ ... as a member of Women Executives, the Charlotte Estate Planning Council, the ...

SignatureFD Expands Charlotte Team With Deeply-Experienced Advisor

ATLANTA--(BUSINESS WIRE)-- SignatureFD, a leading financial design and ... here: https://www.businesswire.com/news/home/20190916005553/en/ ... as a member of Women Executives, the Charlotte Estate Planning Council, the ...

Five Creative Planning Advisors Named to Barron's Ranking of Top 100 Independent Wealth ...

CEO Peter Mallouk Inducted Into Barron's Advisor Hall of Fame. OVERLAND PARK, Kan., Sept. 16, 2019 /PRNewswire/ -- Creative Planning advisors ...

BNY Mellon Wealth Management Appoints Scott M. Lillis as Regional President in Philadelphia, PA

... in the Philadelphia region, including investments, advisory, financial planning and ... Whether providing financial services for institutions, corporations or ... multimedia:http://www.prnewswire.com/news-releases/bny-mellon-wealth- ...