Exclusive Benefits for Council Members
Current Member Benefits
Estate Planning Council of Eastern New York Current Member Benefits
As a member of the Estate Planning Council of Eastern New York, you are able to access at free of reduced cost these benefits:
1. Leimberg Information Services (LISI) Subscription (FREE to EPC ENY members!!)
2. NAEPC Journal of Estate & Tax Planning
3. A Parent’s Guide to Wills & Trusts by Don Silver
4. Boot Camp for Advisors™
5. Business Week Magazine
6. Civicom Audio Conferencing, Civicom Dial-A-Note Transcription
7. Complimentary Private Wealth Magazine Subscription
8. Confidant: easily organize and share family information online
9. Docubank: Emergency Access to Healthcare Directives
10. Estate++: Protecting Estate Planning Documents & Information
11. Family Business magazine
12. Family Foundation Advisor
13. Florida Domicile Handbook: Vital Information for New Florida Residents
14. Journal of Taxation of Investments
15. Kettley Publishing Software
16. Klark Proposal Software, Inc.
17. Logo Merchandise – Accredited Estate Planner & NAEPC
18. Midwest Transaction Group – Merchant Account Services for Councils and Members
19. National Center for Family Philanthropy
20. Retirement Snapshot
21. Robert Keebler’s Exclusive Roth IRA Conversion Decision Chart & Health Care Surtax Chart
22. Trusts & Estates Magazine
23. Wealth Management Business & Wealth Transfer Planning
*See Details for each offer at www.naepc.org, click Member Benefits under Membership.
