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

Tax Deduction Tips - Smart Estate Planning Options for Doctors

Even a couple of years back estate tax and income tax were not as foreboding as they are today. Children often moved into their parents' houses after their parents passed away. Things are not that simple today! Doctors in the USA are having a hard time. Their average income usually ranges between ...


Douglas J. Elmore, a shareholder at Williams Parker in Sarasota, has been appointed to the Board of Directors of Easter Seals Southwest Florida and the Easter Seals Southwest Florida Foundation. Easter Seals offers care and services to children and adults with special needs so that they can enjoy ...

Mary Owens: Estate planning from the heart

Last month I outlined my new series on estate planning. This is not going to be your typical lecture on why you should have a trust, a will and other related documents. There is plentiful information available on those types of topics. Your estate planning attorney is the best place to seek advice on your ...

What a 15th-Century Morality Play Can Teach You About Legacy Planning

This is where traditional “estate planning” and “legacy planning” intersect. In order to properly preserve your legacy, you have to make it live through some asset – e.g., a company or body of artistic work. Legally, your legacy needs to flow through your estate or exist through a perpetual legal vehicle ...

Bloom joins F&M Investment Services

Bloom brings 15 years of experience in financial planning, investment management, retirement planning, estate planning coordination and insurance services to individuals and small-business owners. After college, he began his career as a financial adviser at Edward Jones. He then joined Citizens ...