Member Benefits
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. NAEPC assumes no legal liability or responsibility for
the accuracy, completeness, or usefulness of any information, product, process,
or service offered to its membership.
Many benefits are available grouped in the following categories:
Complimentary Resources
International Genealogical Search Inc.
At International Genealogical Search Inc. (IGS), We Find Missing Heirs A Better Way®. IGS has proudly provided its better way search services to the Legal Profession and Trust Institutions since 1967.
We think that you would agree, no one should have to give away as much as 1/3, or more, of their inheritance… just to be located!
The heirs that you represent in a fiduciary capacity probably wouldn’t willingly make that choice. However, unreasonable heir tracing fees of that magnitude could be the unintended consequence when search firms independently look for missing heirs and, once found, sign them to contracts for a significant percentage of their inheritance.
There is a Better Way to search for missing heirs! IGS fees are reasonable and non-percentage based, quoted in advance and a search is only undertaken upon your written authorization.
It is also our focus at IGS to advance education and awareness to the estate planning community on the different fee structures and varying search firm practices in the heir search industry.
To receive a complimentary Laminated Consanguinity Chart or request a no obligation quote, contact IGS at 800-663-2255 or igs@heirsearch.com. The IGS Laminated Consanguinity Chart is a great resource to reference when meeting with clients or to use as an educational tool in seminars.
Download the brochure for more information.
06/21/12 Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
Private Wealth Magazine Subscription
Private Wealth is the first and only magazine to exclusively target advisors and other centers of influence who cater to the financial, legal and lifestyle demands of the ultra-affluent. PW serves the very "top slice" of several different advisory segments, including: Private Bankers, Brokers, Asset Managers/Investment Managers, RIAs, Insurance Producers, Trust Officers, Accountants, Family Office Executives, Estate Planners, Attorneys, Wealth Managers and Luxury Providers.
08/08/12 Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
The Charitable Planning Desk Reference for Advisors
The 2nd Edition of The Charitable Planning Desk Reference for Advisors™ has just been released. It was created by Strategic Philanthropy, Ltd., in collaboration with estate planning attorneys and wealth advisors. The Desk Reference is a practical resource designed to help legal and financial professionals more effectively engage their clients in conversations about their philanthropic intent, options and opportunities. The 2nd Edition includes new chapters and an expanded resource section. It is the first such comprehensive tool developed specifically for the advisor community to support their integration of philanthropy as a value added and revenue opportunity in their practice.
Some of the topics in The Desk Reference cover:
- Initiating the charitable conversation;
- Using non-cash assets to fund charitable giving;
- Benefits of Charitable Remainder and Charitable Lead Trusts
- Engaging the next generation;
- A comparative chart illustrating the benefits and limitations of vehicle choice and a resource guide for advisors, and;
The Desk Reference is available at no cost to the advisor community. Simply go to http://www.stratphilanthropy.com/advisors.html and request your electronic copy.
05/16/12
Please log into the members-only area of the NAEPC website for special pricing and ordering links for this benefit.
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