Lugen Family Office realizes that life happens whether we plan for it or not. Therefore, in conjunctions with our Strategic Partners and The NAEPC Education Foundation, which works in partnership with the National Association of Estate Planners & Councils, our intention is to build out a life planning resource for you, your family, and your business to address your most important “What If?” questions. Proper planning allows you to make informed decisions about the accumulation, preservation, management and mindful distribution of your assets.
For example, people often are hesitant to tackle their estate planning because they are uncomfortable talking about death as such issues force us to deal with difficult emotions. When you plan your estate, however, you provide your loved ones with directions to follow upon your death, thus helping to minimize the emotional turmoil they will experience during such a critical time.
We hope you will take some time to review the information found within the various areas of our website to gain an understanding of your current position, identify your personal goals and needs and then prepare for and plan a visit with your own advisor or one of Lugen Family Office’s qualified team of professional advisors.
About The NAEPC Education Foundation
Over the past 50 years, through the extraordinary efforts of the founding members, subsequent visionaries, officers, directors, volunteer members at large, a very modest contract staff and vendors, the National Association of Estate Planning Planners & Councils (“NAEPC”) has grown into the leading multi-disciplinary professional organization for estate planners, serving over 230 affiliated local councils and their 27,000 credentialed professional members.
NAEPC membership represents various professionals in the areas of accounting, law, life insurance, trust services and financial planning. NAEPC provides its members with ongoing education and a forum for professional networking within both the estate and financial services professional communities and the broad nonprofit, charitable and long-term care communities.
The NAEPC Education Foundation, Inc. was formed in 2005 as a 501(c)(3) nonprofit organization.
NAEPC’s mission is to
Provide the public with financial awareness programs and improve financial literacy
Educate the public regarding the benefits of the multi-disciplinary team concept of estate and financial planning as espoused by the National Association of Estate Planners & Councils
Develop educational programs for estate and financial planning professionals
Develop and promote a community outreach program for the general public
Hold educational conferences, seminars, forums, and meetings regarding estate and financial planning
The NAEPC Foundation’s underlying vision is to significantly improve both the public’s financial awareness and their financial literacy, while developing educational content to assist professionals in providing high-quality, cost-effective services to the public.
For Canadian Residents…