In this insightful episode of the Buried in Work podcast, host Adam Zuckerman sits down with Larry Macklin, President-Elect of the National Association of Estate Planners and Councils (NAPEC).
With over 40 years of experience, Lawrence shares his journey from CPA to tax attorney to a leading figure in estate planning. He highlights the importance of collaboration among professionals in providing the best estate planning services, discusses the vital resources NAPEC offers, and explains why having an accredited estate planner is crucial for effective estate planning.
๐๐ก๐๐ญ ๐๐จ๐ฎ'๐ฅ๐ฅ ๐๐๐๐ซ๐ง:
1. ๐๐ก๐ ๐๐จ๐ฅ๐ ๐จ๐ ๐๐๐๐๐: How NAPEC supports over 270 member councils and 30,000 individual members with invaluable resources and education.
2. ๐๐จ๐ฅ๐ฅ๐๐๐จ๐ซ๐๐ญ๐ข๐ฏ๐ ๐๐ฌ๐ญ๐๐ญ๐ ๐๐ฅ๐๐ง๐ง๐ข๐ง๐ : Why estate planning should involve collaboration among attorneys, CPAs, financial advisors, and other professionals to maximize client outcomes.
3. ๐๐ฆ๐ฉ๐จ๐ซ๐ญ๐๐ง๐๐ ๐จ๐ ๐๐๐๐ซ๐๐๐ข๐ญ๐๐ญ๐ข๐จ๐ง: What sets the Accredited Estate Planner (AEP) and Estate Planning Law Specialist (EPLS) designations apart, and why they are essential for professionals.
4. ๐๐ข๐ฉ๐ฌ ๐๐จ๐ซ ๐๐๐๐๐๐ญ๐ข๐ฏ๐ ๐๐ฌ๐ญ๐๐ญ๐ ๐๐ฅ๐๐ง๐ง๐ข๐ง๐ : The importance of starting estate planning today, regardless of your wealth, to ensure your wishes are honored and your loved ones are protected.
5. ๐
๐ฎ๐ญ๐ฎ๐ซ๐ ๐๐ซ๐๐ง๐๐ฌ ๐ข๐ง ๐๐ฌ๐ญ๐๐ญ๐ ๐๐ฅ๐๐ง๐ง๐ข๐ง๐ : Insights on the evolving nature of estate planning, including changing tax laws and the growing role of technology.
If you're an estate planning professional, make sure you're leveraging the collaborative resources that NAPEC offers. Visit naepc.org to learn more and see how you can enhance your practice.
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