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

Longtime Sarasota law firm joins Tampa-based practice - Business Observer

John Compton, shareholder: Advises clients on estate planning, probate and business and tax matters, including succession and transactional planning ...

Trenam adds nine attorneys in Sarasota expansion | TBBW - Tampa Bay Business News

... estate and business transactions to estate planning and litigation. “We are very fortunate for Norton Hammersley to have selected us to be their ...

Planning 4 The Future: Planning for the older citizens in your life - News4JAX

... estate planning and joins us ... news gathering, reporting, and presentation processes. Read our article to see how we are using Artificial ...

Industry groups want tweaks to DOL's 401(k) fiduciary proposal - InvestmentNews

The firm's new retirement plan offering gives financial advisors direct access to workplace plan assets via self-directed brokerage accounts. Vermont ...

Financial Independence Lags Among Millennials, Gen X, per Northwestern Mutual

... plan adviser news.. Of the six test questions concerning retirement, the average respondent got 2.2 questions right—37%. The highest-scoring ...