Aid and inform the general public in the effective techniques for achieving means for the transmission of wealth in such a way so as to assure the maximum amount will be available for the intended beneficiary. Foster a better understanding of the dynamic and changing factors influencing the management and transfer of private property.
Encourage the exchange of ideas among the professionals involved in estate planning for the enhancement of their abilities to serve their clients, to provide a forum for the techniques for improved client service. Serve as educational resources for the news media, educational institutions, and civic organizations interested in giving the widest public dissemination to the general public on ideas for effective estate planning.
Encourage the exchange of ideas among the professionals involved in estate planning for the enhancement of their abilities to serve their clients, to provide a forum for the techniques for improved client service. Serve as educational resources for the news media, educational institutions, and civic organizations interested in giving the widest public dissemination to the general public on ideas for effective estate planning.
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The National Association of Estate Planners & Councils (NAEPC) provides this offering of Value Partners as a resource to its membership of designees, affiliated local estate planning councils, and members of affiliated local estate planning councils. Reference within this website or newsletter of a specific product, process, or service does not constitute an endorsement or recommendation by NAEPC.
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