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

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The government is preparing to start collecting on student loans in default. Before that happens, a financial planner has advice on what to do.

How to Manage International Estate Planning and Probate - Part 2 - YouTube

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Edward Jones Makes Leadership Changes in Financial Planning Push

David Chubak to become wealth and field management head as Edward Jones continues to bolster its financial planning capabilities.

Mortal fears about retirement: Americans need more time, money - Journal of Accountancy

... News · Magazine · Podcast · Topics. Advertisement. news; PERSONAL FINANCIAL PLANNING. Mortal fears about retirement: Americans need more time, money.

401(k) Provider Launches Integrated Platform - ThinkAdvisor

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