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

The Trump Tax Plan Is Yet Another Battle in the Class War

Consider just how much Grassley has now walked back his original false claim: The estate tax breaks up family farms, but even though it doesn't, and even though some people with large estates pay no estate tax at all, the economy is harmed because they have to spend money on estate planning.

Modera Named One of the Best Places to Work in America

Modera is a fee-only, independent wealth management firm that works with individuals, families, retirement plan sponsors and non-profit institutions in the areas of portfolio management, retirement planning, estate planning, income tax planning and risk analysis. Specialized services are also offered for ...

Noem: Tax reform that's built for agriculture

They've worked for everything they have and yet most spend good money on estate planning to save their families from the Death Tax. What urban members of Congress fail to understand is that producers might have a lot in terms of assets, but they rarely have enough cash in the bank to pay the Death ...

Jim Nabors saved $4.8 million in taxes by marrying his husband

... is the author of several books on retirement and estate planning, including Live Gay, Retire Rich. His books on retirement strategies have been endorsed by Charles Schwab, Larry King, Jane Bryant Quinn, Ed Slott, and many more. He hosts a weekly financial show on KQV News Radio in Pittsburgh.

BUSINESS CALENDAR: Events of Dec. 11 to Jan. 6

Estate planning and investment seminar, “How your estate can avoid probate”: 10-11:30 a.m., Charlotte State Bank & Trust, North Port office, 4300 Aidan Lane. With Christine A. Hause, vice president. Free. Francine Wargo, 624-1944, fwargo@csbtfl. Young Entrepreneurs of Sarasota: 11:30 a.m.-1 p.m., ...