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

Ag outlook focuses on soybean yields and profitability

Michelle Rook / Special to Forum News Service1 / 2. John Roach ... 7 to get a jump-start on their plans for the 2018 growing season. This year ... "They make a call to a qualified estate planning attorney who focuses in ag — and I swear I think the hardest thing is for them to simply make that appointment.".

Why RIAs should — and shouldn't — discount their fees

... $250 million, have begun to unbundle fee structures for a number of offerings, the study found. Retirement planning, insurance planning and trust services were the services unbundled the most last year, according to the study, followed by investment management, estate planning and tax planning.

Interested in small farm classes?

... Meet and network with fellow women landowners, begin a resource inventory for your property, and learn about conservation resource planning. Session ... Learn about leasing land, developing good landlord-tenant relationships, succession planning, farmland easements, LLCs, and estate planning.

Names and faces: Dec. 18, 2017

Kristen H. Ehrlich was hired as an attorney at Bradenton-based Blalock Walters, P.A. She practices in the areas of estate planning, including trust and estate taxation, as well as business tax planning and Florida sales tax. She is experienced in developing solutions to sophisticated income and tax ...

Guest Column: Time to make end-of-year finance review

With that in mind, it is even more important for investors to consult their tax and estate planning professionals to make sure all strategies are considered before year end. While we don't provide tax advice at UBS we do get very involved with tax planning. Here are a few of the most common areas of ...