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

What employees with pre-IPO equity need to know before the market opens

... financial life. "Questions around taxes, cash needs, diversification, career risk, estate planning, and emotional comfort all matter. For many ...

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 ...

How To Deliver Annual Reviews That Impress and Educate - Investopedia

Some years call for deeper conversations around tax planning, estate planning updates, life events, or career transitions. ... News · Investing ...

How to manage the delicate dynamics of client divorce - Financial Planning

If married clients are heading for a divorce, experts share how to guide a dividing household, from setting strict communication boundaries to ...

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 ...