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

Plan to participate in OSU programs

5: Using Financial Statements/Ratios to Make Informed Financial Decisions. Feb. ... March 11: Estate Planning: What are the Tools and Options.

Liberty Bank president to lead cancer society board

Stevens offers comprehensive financial planning services, specializing in investment management, retirement and estate planning. As a member of ...

Nelson Mullins Sued for Malpractice by Florida Couple

A Florida couple who hired an estate planning attorney to set up trusts for their five children with more than $250 million in funding sued the attorney ...

Can a will be probated without a lawyer?

Then he'll distribute his father's estate property to the beneficiaries, named in the will, including himself. Can Reginald proceed to operate as executor ...

Florida Bar recognizing attorney Jason Berger for pro bono work

He holds financial planning seminars and has provided hundreds of hours pro bono work for clients, including family law, estate planning, wage ...