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

Fundraising ongoing to get students to History Day event

Monden, an attorney, is offering a limited number of discounted estate planning packages, with a significant portion of the proceeds going to the MHS Foundation. The offer gives priority to public school teachers and staff. The packages must be coordinated through Monden at the same email address.

New directors must complete an educational curriculum

With offices in Naples, Fort Myers, Coral Gables and Boca Raton, the firm represents community associations throughout Florida and focuses on condominium and homeowner association law, real estate law, litigation, estate planning and business law. Q: I was just elected to the board in my community ...

On May, 8 The EPS for Ladenburg Thalmann Financial Services Inc. (LTS) Expected At $-0.01

Earnings report for Ladenburg Thalmann Financial Services Inc. (NYSEAMERICAN:LTS) is anticipated On May, 8., as reported by Faxor. Last year's earnings per share was $-0.06, while now analysts expect change of 83.33 % up from current $-0.01 earnings per share. Analysts at Wall Street see ...

Analysts See $-0.01 EPS for Ladenburg Thalmann Financial Services Inc. (LTS) on May, 8

Earnings report for Ladenburg Thalmann Financial Services Inc. (NYSEAMERICAN:LTS) is expected On May, 8., as reported by RTT. Analysts forecast 83.33 % diference or $-0.01 from the $-0.06 EPS from 2017. -150.00 % negative EPS growth is what analysts predict. $0.02 earnings per share was ...

Local law firm welcomes new attorney

Utt is a graduate of Michigan State University College of Law and a member of the Probate and Estate Planning Section of the State Bar. Chalgian and Tripp Law Offices is a law firm focused exclusively in the areas of estate planning, elder law, probate litigation and special needs planning. It has offices ...