The Accredited Estate Planner® designation is awarded by the National Association of Estate Planners & Councils and available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants and Certified Financial Planners® that support the team concept of estate planning. All designees meet special requirements of education, experience, knowledge, professional reputation, and character at the time of application and on an ongoing basis to remain current.

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Thoughts of the Day

“A good plan is like a road map: it shows the final destination and usually the best way to get there.”
by H. Stanley Judd

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