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

FHA Cash-Out Program. Average Homeowner can Access up to $185,000 - Miami, FL Patch

Fort Myers News · Sarasota News · Bradenton News · Local News · Events · Local Businesses · Classifieds; Real Estate. Real Estate Listings · Real ...

Wedding bells — or alarm bells? | Investment Executive

Every day, get the financial news that matters in your inbox. ... Estate-planning trusts will be hit hard by CGIR hike ... Financial Planning · In Depth ...

Harmony Gardens to develop record breaking tens of thousands of homes in Nigeria

... estate market in Nigeria, Harmony Gardens and Estate ... Why Is Estate Planning Important? SmartAsset ... Financial News. ABOUT. Data Disclaimer · Help.

Better not to remain conservative while planning for the retirement - BizzBuzz

Living too long and dying too soon are the two most critical aspects that financial planning tries to address. While living short could be tackled ...

Understanding Estate Planning: Wills, Trusts, and Powers of Attorney | Financial Sense

May 27, 2024 – In today's Lifetime Planning segment, we explore the fundamentals of estate planning with Adam Sherry, an attorney specializing in ...