Northwest Suburban 
       Estate Planning Council

SECURE & CARES Acts Planning Panel Discussion

October 15 Dinner Meeting


By now, you've heard of the SECURE Act and the CARES Act. There's a lot to consider in really understanding these laws. An interactive discussion with a panel of knowledgeable professionals will be held, both virtually and in-person, on Thursday, October 15. You'll hear their individual perspectives on how to plan for your clients in light of both Acts. Visit our Meetings page for more information and to register for this hybrid event. Handouts, if provided, will be posted under the Members Only section of our website after the meeting.


We will continue to monitor and follow the appropriate safety guidelines as we plan meetings for remainder of the year. Please know that your health and safety are our primary concern. Updates regarding future meetings will be sent via email to members as well as posted on our website.


Estate Planning


Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.”  The purpose of estate planning is to develop a strategy that will maintain the financial security of individuals through their lifetime and facilitate the intended transfer of their property and assets at death, while taking into consideration the unique circumstances of the family and the potential costs of different methods.



Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.”  The purpose of estate planning is to develop a strategy that will maintain the financial security of individuals through their lifetime and facilitate the intended transfer of their property and assets at death, while taking into consideration the unique circumstances of the family and the potential costs of different methods.

 

All too often, we hear:


      •"I'm too young to do estate planning."
      •"All my property is titled in joint tenancy with my spouse so I don't need a will."
      •"Estate planning is only for the super-rich."
      •"Estate planning is too complicated and expensive."
      •"Doesn't the government provide for that?"
      •"We did our wills right after we got married 30 years ago and see no need for further
planning."

 

If you seek advice and guidance with regard to your estate planning needs, please view our website and search for the type of member that meets your needs.  As an alternative, you can search for an Accredited Estate PlannerĀ® (AEPĀ®) or Estate Planning Law Specialist (EPLS) designation holder in your area on the National Association of Estate Planners & Councils website.

NAEPC Journal of Estate & Tax Planning

 

Click here to view the latest NAEPC Journal.

Northwest Suburban Estate Planning Council

PO Box 178267

Chicago, IL 60617

Email: nwsepc@yahoo.com 


 

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