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

Starting a conversation about estate planning - WDIO.com

While you gather with your family for the holidays- estate planning Lawyer Amy Kuronen suggest starting a conversation about estate planning.

LPL CEO sees business opportunities in DOL rule proposal - Financial Planning

In remarks at a Goldman Sachs investor conference, Dan Arnold discussed the potential rule and shared his view of the industry's competitive ...

Mercer announces two deals in as many days - InvestmentNews

... news that it had purchased Brighton Financial Planning, which operates in New Jersey and South Carolina. Paragon, which was founded in 2008 by ...

Farm Bureau Federation: Thanks Governor and legislators for Farmland Preservation ...

News. WisPolitics News · Around Wisconsin · Battleground Wisconsin · Election ... estate planning. Increase payments from $7.50 to $10 per acre for land ...

Why Financial Planning Beats Asset Management for Client Retention: Jeff Dekko

... news. Alert Name* Frequency*. Daily, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday. Time*. Overwrite Existing Alert: Sign In. Thank ...