<br>Art Samuels<br>561-818-1306

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

Estate planning and charitable giving

Including charitable giving into an estate plan is wonderful way to support a favorite cause. When researching this approach, it can be easy to become ...

Things people should know about creating wills

Drafting a last will and testament is an essential component of estate planning. Despite the importance of having a will, a recent survey from AARP ...

Hubrig earns CFP designation

Kelly Hubrig has received new certification as a financial advisor with Bell ... He has been authorized by the Certified Financial Planner Board of ...

Jonesboro attorney elected as Fellow of the American College of Trust and Estate Counsel

In addition to his local legal practice in the areas of estate planning and probate law, he also frequently teaches continuing education seminars to ...

North Bay professionals news: AUL, Sonoma Brands, Keegan & Coppin, Adobe Associates and more

Jonathan Hollister joined GVM Law in Napa as senior counsel and will add to GVM Law's existing 14-person estate planning group. Hollister brings ...