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

Grupo Financiero Banorte Digital Strategy Analysis Report 2024 - Business Wire

... estate planning, collection, trust, financing, international banking ... More News RSS feed for null. July 12, 2024. Chinese Additive ...

Maximize Your Legacy: Take Advantage of the High Estate and Gift Tax Exemption Sunset

News. The Firm. Firm Culture · Community ... estate planning counsel or another member of Holland & Knight's Private Wealth Services Group.

Don't Look Now, But Your Valuation Is Slipping - FA Mag

... News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine ... estate planning and help reducing risks of fraud. A senior wirehouse ...

I am 65 with about $1M. My financial planner recommends a custom 60/40 portfolio and will ...

... financial planning services including individualized asset allocation, tax and estate planning. ... Financial News London · · Mansion ...

This investment fad looks good, but the math says you should probably avoid it | Morningstar

Also: Estate planning mistakes, a hot bond market and a possible rotation for stocks. ... Sign up for this and other newsletters to get the latest news ...