Quantum Realty Advisors, Inc.<br>Chris Losquadro<br>561-624-2680

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

3 Years After His Death, Prince's Estate Remains Unsettled

Three years after Prince's death, his estate has still not been settled. ... Mark Eghrari, an estate planning attorney who has written about the issue in ...

Military Notes

... F. Sutton from Kahan, Kerensky & Capossela LLP, a partner practicing in estate planning, elder law, probate administration, business and taxation.

Know The Law: How do donor advised funds work?

You should also reach out to your estate-planning attorney to see if any updates should be made to your estate-planning documents (i.e., whether it ...

Bonnie Kraham: Estate planning and your digital identity

With the ever present use of our computers, tablets and smartphones comes the complication of what happens to our digital information when we die ...

Sarah Eames: Business Beat: Tractor Supply seeks artisans

Financial planner certified ... state and federal income tax, estate tax, gift tax and transfer tax planning, asset protection, retirement and estate planning, ...