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.

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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.

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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

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What GOP Tax Plan Means for Your Favorite Deductions

The agreement Republicans reached on almost $1.5 trillion of tax cuts will lower tax rates for every income group. But tax reductions won't be universal, in part because negotiators took away some tax breaks and limited others. Here's a look at some of the tax breaks that were spared and some that were ...