SINCE 1986, THE ESTATE PLANNING COUNCIL HAS UNITED PROFESSIONALS SERVICING THEIR CLIENTS’ INVESTMENT AND LEGACY NEEDS IN OUR COMMUNITY.
This Council provides a source of educational information, and a forum for networking among disciplinarians who practice facets of estate planning while promoting interdisciplinary communication and cooperation. The goal of our professional members is to improve our knowledge to render the best professional service to the public.
We are members of the National Association of Estate Planners & Councils (NAEPC)
Membership is open to those individuals in professions that deal with estate planning and its related issues:
- Accountants
- Attorneys
- Financial planners
- Nonprofit foundation charitable donation planners
- Representatives of long term care facilities
- Professional guardians
- Medical personnel
- Other similar professions
About Estate Planning
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 te 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 potential costs of different methods.
We often hear:
- “I’m too young to do estate planning.”
- “All my property is tilted 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 member director and find the type of member advisor that meets your needs.
Become a Member
Membership Benefits
- Quarterly meetings featuring guest speakers on topics of current importance at the local, state and national level.
- A robust and interactive national website with newsletter/blog posts
- Networking opportunities with other professional groups within various member sectors – law, finance, banking, insurance, etc.
- Access to continuing education opportunities
- Monthly member communication including announcements and professional development opportunities
- Access to the resources of the Community Foundation and the NonProfit Business Council
- Cost effective partnership with dozens of area estate planning advisors
Leadership
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Current Leaders are:
- President: Tim Dean – Dean Law Firm, LLC
- Vice-President: Andy Campbell – LPL Financial
- Treasurer: Joe Bullard – Duggan Joiner & Company
- Secretary: Warren Bullard – Bullard & Mullkey, P.A.
- Past Presidents
- 2015-2018 Kenneth Nadeau
- 2013-2015 Sheryl Goedert
- 2012-2013 Edmund “Ned” Barry
- 2011-2012 Emily Humphreys-Beher
- 2010-2011 Connie Brown
- 2009-2010 Lisa Lombardo
- 2008-2009 Susan Lightbody
- 2006-2007 Syndie Levien
- 2005-2006 Robert Stermer
- 2004-2005 Hubert (Hugh) Hicks
- 2003-2004 Kevin McDonald
- 2002-2003 Jeff Sauey
- 2000-2001 Randy Klein
- 1999-2000 Colleen Duris
- 1998-1999 Jane Fontaine
- 1997-1998 Theresa Baker