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

ON THE MOVE

He has spent 15 years working in the field of elder law, long-term care planning, and traditional trust and estate planning and administration.

Eileen Sheridan to Lead Board of Music Academy of the West

A specialist in estate, trust, and charitable planning, she is a founding member of the firm's estate planning group. She previously served as chair of ...

Crypto Estate Planning • Trump's Tax Breaks • Energy Efficiency

This is a weekend roundup of Bloomberg Tax Insights, which are written by practitioners featuring expert analysis on current issues in tax practice and ...

Legal-Ease: Powers of attorney and their effectiveness

Financial POAs usually follow the literal word-for-word POA format that is set forth ... He limits his practice to business, real estate, estate planning and ...

Director name must be recorded in minutes

... throughout Florida and focuses on condominium and homeowner association law, real estate law, litigation, estate planning and business law.