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About Us

www. EstatePlanningAnswers.org

This website is brought to you by The NAEPC Education Foundation, working in partnership with the National Association of Estate Planners & Councils. It is provided as a resource to help guide you toward and through your personal estate and financial planning process. Proper planning allows you to make informed decisions about the accumulation, preservation, management and mindful distribution of your assets. People often are hesitant to tackle their estate planning because they are uncomfortable talking about death as such issues force us to deal with difficult emotions. When you plan your estate, however, you provide your loved ones with directions to follow upon your death, thus helping to minimize the emotional turmoil they will experience during such a critical time.

We hope you will take some time to review the information found within the various areas of this website to gain an understanding of your current position, identify your needs and then prepare for and plan a visit with your qualified team of professional advisors. Estate planning is a process that should be revisited regularly to ensure that your wishes are being fulfilled.

The NAEPC Education Foundation

Over the past 49 years, through the extraordinary efforts of the founding members, subsequent visionaries, officers, directors, volunteer members at large, a very modest contract staff and vendors, the National Association of Estate Planning Planners & Councils (“NAEPC”) has grown into the leading multi-disciplinary professional organization for estate planners, serving over 230 affiliated local councils and their 28,000 credentialed professional members.

NAEPC membership represents various professionals in the areas of accounting, law, life insurance, trust services and financial planning. NAEPC provides its members with ongoing education and a forum for professional networking within both the estate and financial services professional communities and the broad nonprofit, charitable and long-term care communities.

The NAEPC Education Foundation, Inc. (hereinafter referred to as either the “The Foundation” or “The NAEPC Education Foundation”) was formed in 2005 as a 501(c)(3) nonprofit organization.

Our mission is to

  •    Provide the public with financial awareness programs and improve financial literacy
  •    Educate the public regarding the benefits of the multi-disciplinary team concept of estate and financial planning as espoused by the National Association of Estate Planners & Councils
  •    Develop educational programs for estate and financial planning professionals
  •    Develop and promote a community outreach program for the general public
  •    Hold educational conferences, seminars, forums, and meetings regarding estate and financial planning

Our Foundation’s underlying vision is to significantly improve both the public’s financial awareness and their financial literacy, while developing educational content to assist professionals in providing high-quality, cost-effective services to the public.

We are a nonprofit organization that serves our mission through efforts of our many volunteer and generous donations and grants from generous caring organizations and individuals.

 You can reach us with any questions, comments, or donations at

The NAEPC Education Foundation

http://www.naepc.org/foundation.web

1120 Chester Avenue, Suite 470 Cleveland, OH  44114
Phone: 866.226.2224

Fax: 216.696.2582

Email: admin@naepc.org

Valentino Sabuco, CFP®, AEP®, Executive Director/Publisher

Direct Phone: 707.322.1597

Email: V.Sabuco@TheNAEPCEF.org

Eleanor Spuhler, Administrator

Phone: 866.226.2224

Email: E.Spuhler@TheNAEPCEF.org

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Last edited Dec 15, 2011