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

Money Matters: Portability and estates

Portability first emerged as an estate planning strategy in 2011 and 2012 ... The good news here is that the exclusion is indexed for inflation, as well.

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... real estate law, civil litigation, estate planning and commercial transactions. ... local journalism and keep coverage of Treasure Coast news coming.

Grand jury returns 23-count indictment against Grant

A well-known financial adviser in Milledgeville has been indicted on multiple ... Grant's company offered financial and estate planning, life insurance, ...

How Investors Benefit From the Basics

... with the best financial advisors pursuing other strategies on behalf of clients, whether it involves taxes, estate planning or small business support.

Burns & Levinson Launches New Probate Litigation Blog

It will also explore the estate planning process and trust and estate ... to download multimedia:http://www.prnewswire.com/news-releases/burns-- ...