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

Names & Faces

Siracusa Hillman is a shareholder/director and chair of the Elder Law and Estate Planning Practice Group. His areas of practice include estate ...

Seriously, don't worry about gift tax

Here is some good news regarding this often feared tax. ... Good News #4: The federal estate tax goes hand in hand with the gift tax. ... Attorney James Haroutunian practices real estate law and estate planning at 790 Boston Road, ...

What is in a deed?

There are several other types of deeds that are used for other specific purposes, and since many of those deeds can affect your estate plan, we are ...

Santa Maria Club Centers on Learning

... programs for members and guests on such topics as coin grading basics, how to buy coins, counterfeit identification, estate planning, etc.,” she said.

Estate planning seminar set at Cambria Care Center

Estate Planning 101” seminar will be held from 6 to 8 p.m. Wednesday at Cambria Care Center's Memory Unit, 429 Manor Drive, Ebensburg.