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:
Nonprofit foundation charitable donation planners
Representatives of long term care facilities
Other similar professions
Membership is Open to Estate Planning Professionals in Marion County.
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
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
Current Leaders are:
President: Joe Bullard – Duggan Joiner & Company
Vice-President:Andy Campbell – LPL Financial
Treasurer:Warren Bullard – Bullar & Mulkey, PA
Secretary:Nick Naveta – Edward Jones
Programs Director: Mark Camp, LifeCare Funding Solutions