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

What Is The College for Financial Planning?

The College for Financial Planning is a degree-granting institution that has various financial certification programs available for students. It provides ...

When does a gift need gift tax return?

This may be doubly true if you are thinking about your estate plan and if and ... That said, this type of gift giving is frequently used for estate planning ...

Clark County Law Library to host free legal classes through 2020

Topics include eviction record sealing, estate planning and criminal records sealing. The classes only cover Nevada law. The Law Library is located at ...

Norwood Financial Corp. (NASDAQ:NWFL) Files An 8-K Other Events

Norwood Financial Corp. is a bank holding company. ... The Bank operates a Wealth Management/Trust Department, which provides estate planning, ... Market Exclusive offers the latest financial news and analysis for selected US ...

Inherited some money? How your winnings pay off – National

Banerjee told the moderators of Global News's The Morning Show that the smart way ... According to a recent survey by financial advisor Natixis Global Asset ... Wealth Strategies Group's Tax and Estate Planning, in an earlier report.