Estate Planning Council

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

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.