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

FLORIDA TODAY's Business Newsmakers: Petersen, Kroger, Llorens and Briggs

Petersen joins Elder Law Center. Attorney Robin Petersen, owner and managing partner of the Estate Planning & Elder Law Center of Brevard in ...

Region briefs

Farm transition, estate workshop set for Jan. ... Agriculture Centers of Excellence are hostinga workshop on farm transition and estate planning on Jan.

Texas A&M AgriLife Extension offering advice on retirement planning

Texas A&M AgriLife Extension offering advice on retirement planning ... advice on goal-setting, debt elimination, managing IRAs and estate planning.

Local estate planning experts share best practices for 2019

Individuals in their 30s, 40s, 50s and beyond all have their own considerations when it comes to estate planning. A good starting point is having clients ...

Financial Services, Healthcare Firms Recognized For Best-in-Class Web and Mobile Platforms

In the related Asset Management – Investor Monitor arena, Fidelity won a gold medal for its exemplary estate planning resources, including a tool for ...