The Community Foundation of Greater Birmingham

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

Lawyer charged with embezzling $1.2M from his clients

Mitchell's law practice centered on estate planning and long-term health care planning. His attorney, Robert Mann, said Monday he wouldn't make any statements about the case outside of court. Copyright 2018 The Associated Press. All rights reserved. This material may not be published, broadcast, ...


A free seminar on retirement planning, estate planning and senior care will be held at the Manchester Community Library on May 4 at 1 p.m. Local experts who will be on the panel are Manchester lawyer James M. Dingley, who holds an advanced law degree in estate planning and elder law; Nick ...

Bellingham Public Library announces events

This year, the group will offer programs on a variety of financial topics including: budgeting, retirement and estate planning, saving for college, and more. This program is made possible by a federal Institute of Museum & Library Services grant through the Library Services & Technology Act. The grant is ...

Investor's column: Legacy planning is not about death, it's about how you lived your life

Legacy planning is defining who is your best self, a way to arrive at your personal best and a plan to stay at your personal best. An attorney can assist in creating the legal structure to live out your best life, your financial adviser assists in the financial planning aspects and to provide protection and safety ...

Spring Cleaning? Add Your Finances to The List

And while you're at it, review all your estate documents, including your power of attorney, living will, health care representative, as well as your will and any trust documents, to ensure they are still in sync with your wishes. Don't have estate documents? Now's the perfect time to contact an estate planning ...