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
Meet Robles Law's Women of Influence 2025 | Sarasota MagazineReal Estate News ... Marta I. Coll, Esq., a graduate of St. Thomas University School of Law, practiced in estate planning and real estate law from 2007 ...
Bob Chitrathorn Champions Innovation and Personalization in Modern Financial PlanningGet the most out of your current work plan. Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. We do not ...
Introducing Luminary Insights: AI-Powered Estate Planning Guidance - CBS 17Luminary is a data and collaboration platform purpose-built for the delivery of trust &. News provided by. Luminary Platforms, Inc. Jul 15, 2025, 10: ...
One Big Beautiful Bill and Three Key Planning Notes | Lowenstein Sandler LLP - JDSupraNews & Insights. Popular; Labor ... In fact, for many individuals, basis planning will now be more important than planning to avoid the estate tax.
JPMorgan Seeks TRO Against Ex-Advisor Who Joined Wells Fargo - Wealth ManagementLatest news. Christian Mango OneDigital · Career Moves · OneDigital ... Serving the whole client: Why ignoring estate planning is bad for business.