Tag Archives: Estate Planning

Carlos Vazquez Enters New Role as Marketing Coordinator at Alliance Group

ATLANTA, Ga. /ScoopCloud/ -- Alliance Group, a leading IMO in the life insurance and annuity sectors, is pleased to announce Carlos Vazquez's transition to a full-time role as Marketing Coordinator within the company's esteemed marketing team. After an impactful 15 months serving as a Special Assistant to the CEO, Vazquez will now lend his talents to the coordination, prioritization, and execution of daily tasks for the marketing team, further enhancing the support and resources available to Alliance Group's independent agents, agencies, and partners.

The Alliance Group marketing team is renowned for its world-class capabilities, providing unparalleled marketing tools in the independent space. From customized websites and award-winning in-house marketing videos that educate clients and prospects on various concepts and products, to engaging social media content, print marketing, and event planning, the team is at the forefront of empowering the company's partners with innovative marketing solutions.

Lee Duncan, CEO of Alliance Group, expressed his confidence in Vazquez's new role, stating, "Carlos has shown remarkable intelligence, skillset, and initiative in his time with us. His contributions have been invaluable, and I am proud to see him take on this new challenge. I have every confidence that his talents will greatly benefit our marketing team and, in turn, our agents and partners."

Samuel Howe, Chief Marketing Officer at Alliance Group, also shared his enthusiasm for Vazquez's transition. "Carlos's ability to tackle complex tasks and his innovative approach to problem-solving have already made him an asset to our team. As we continue to evolve and enhance our marketing efforts, I am excited to see the impact of his skills and dedication. His understanding of our mission and his alignment with our values make him the perfect fit for this role."

In his new position, Vazquez will play a pivotal role in ensuring the marketing team's initiatives are executed efficiently and effectively, contributing to the overall success and growth of Alliance Group and its partners.

"I am thrilled to join the marketing team and to have the opportunity to contribute to our collective goals in a new capacity," said Vazquez. "The chance to work closely with such a talented group of professionals and to support our agents and partners with top-tier marketing tools is incredibly exciting. I look forward to the challenges and successes that lie ahead."

About Alliance Group:

As "The Living Benefits IMO," Alliance Group provides independent agents and agencies across the United States with superior marketing and training solutions. Since 1998, Alliance Group has been helping its partners spread awareness about Living Benefits life insurance, while also helping them solve their clients' puzzles regarding tax-free retirement, mortgage protection, small business planning, estate planning needs, and more.

For more information, please visit https://www.alliancegrouplife.com/

Alliance Group, a leading IMO in the life insurance and annuity sectors, is pleased to announce Carlos Vazquez's transition to a full-time role as Marketing Coordinator within the company's esteemed marketing team. After an impactful 15 months serving as a Special Assistant to the CEO, Vazquez will now lend his talents to the coordination, prioritization, and execution of daily tasks for the marketing team, further enhancing the support and resources available to Alliance Group's independent agents, agencies, and partners.

Related link: https://www.AllianceGroupLife.com/

Absolute Trust Counsel to Hold Free Virtual Trust Administration Event for California CFPs and CPAs

WALNUT CREEK, Calif. /ScoopCloud/ -- Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors' client services and relationships. In addition, this event allows CPAs and CFPs to earn four hours of continuing education credits.

"Trust administration is an important topic for financial professionals for several reasons," said event host and Absolute Trust Counsel founder, Kirsten Howe. "CFPs and CPAs are often the first professionals contacted upon a death. Why? Because clients trust and depend on their advisors regularly and they have the deepest, broadest knowledge of their clients' situations.

"In addition, the trust administration process requires a coordinated effort among the attorney, financial advisor, CPA, and the family. All advisors play an important role in the process. Boosting their knowledge base benefits both their clients and their business. And, having these tools in their arsenal will also help build a more robust plan and head off future problems."

The event will be held from 9 a.m. to 12:30 p.m. via Zoom and will feature several local experts who will teach the basics of what needs to be done when a client has died. Audience members will learn and implement proven planning strategies and tactics to address clients' unique needs while maximizing business potential.

"Clients really do rely on their CPAs and CFPs to get them through this very challenging time," Howe continued. "So, we are doing this webinar to help all CFPs and CPAs give even greater service to their clients."

Event topics and speakers include:

* Margaret Schopp, CPA, Schopp & Co. - "Tax Compliance: Form 706"
* Karen Fisher, Principal, Bishop Fiduciary Services, Ltd. - "Helping Clients with Best Practices"
* Jim O'Dea, Broker Associate, Redwood Mortgage - "Mortgage Loans to Irrevocable Trusts"
* Madison Gunn, Attorney, Absolute Trust Counsel - "The 7 Basic Steps of Trust Administration"
* Kirsten Howe, Esq., Managing Attorney, Absolute Trust Counsel - "The ABCs of Trust Planning"

For more information, or to register, visit: https://absolutetrustacademy.absolutetrustcounsel.com/trust-admin-101-optin.

About Absolute Trust Counsel:

Absolute Trust Counsel is among the most highly ranked estate planning law firms in Walnut Creek. The firm's areas of expertise include estate planning, trust administration, Medi-Cal planning, probate, retirement assets planning, and special needs planning. Absolute Trust Counsel's mission is to provide easy legal solutions for every client.

The firm's founder, Kirsten Howe, was admitted to the California bar in 1987 and has practiced in Walnut Creek since 1997. She earned her J.D. cum laude at the University of California, Hastings College of the Law, where she was a member of the Thurston Society and managing editor of The Hastings Law Journal. She earned her Bachelor of Science degree from the University of Michigan.

She is a member of the Trusts and Estates Section of The State Bar of California, the Estate Planning and Probate Section, the Elder Law Section, and the Women's Section of the Contra Costa County Bar Association.

Learn more: https://absolutetrustcounsel.com/.

Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors' client services and relationships.

Related link: https://absolutetrustcounsel.com/

New ‘Ready Now’ Podcast Features Survivors, Experts

JACKSONVILLE, Fla. /ScoopCloud/ -- The Peace of Mind Estate Organization, Inc., today introduced a new podcast that features thought-provoking conversations with survivors of a range of emergencies and end-of-life scenarios-from major hurricanes to Alzheimer's Disease.

"Ready Now," available at https://readynowpodcast.com/ explores the ways everyday consumers can take charge of becoming ready, now, for life's most difficult scenarios. The format of the show is a two-way discussion on a range of thematic topics about being prepared for emergencies and the end of life.

During National Estate Planning Awareness Week, the Oct. 18 and Oct. 20, 2022 podcast episodes will provide insights into better preparing for the end of life, from the perspective of making a new and better start for loved ones in the weeks and months following the funeral.

Other episodes will include support and resources for family caregivers, a day in the life of an Alzheimer's patient, cybersecurity for aging Americans, and conversation starters with aging relatives.

"Our vision for 'Ready Now' is inspiring our audience to get ready, now, by taking a different angle: life after the situation, and the hindsight that ensues," says inaugural podcast co-host Shep Harmon. "The first episodes feature timely conversations offering a healthy dose of hindsight, empathy, and practical solutions."

"Ready Now" can be found on Apple Podcasts, Google Podcasts, Spotify, and Amazon Music.

More information about The Peace of Mind Estate Organization, Inc., can be found on its website: https://www.peaceofmindestateorganization.com/.

About The Peace of Mind Estate Organization, Inc.:

The Peace of Mind Estate Organization, Inc., is a fee-only consultancy specializing in the preparation, coordination, and documentation of estates. Originally established in 2017, the company's mission is to ease the transition and improve outcomes for surviving family and close contacts following our clients' end of life. Those who utilize estate preparation services provide personal and practical documentation to be privately and securely passed on upon their passing to serve as an electronic time capsule promoting their legacy and preserving their privacy.

The Peace of Mind Estate Organization, Inc. offers estate preparation services, courses, and resources, which complement legal and financial services including estate planning and trusts. The company also sponsors free and low-cost consumer educational programs and resources, including a free emergency readiness quiz, a free consumer course, and partner resource referrals through The Personal Preparedness Council, launching November 1, 2022.

The Peace of Mind Estate Organization, Inc., today introduced a new podcast that features thought-provoking conversations with survivors of a range of emergencies and end-of-life scenarios-from major hurricanes to Alzheimer's Disease. "Ready Now" explores the ways everyday consumers can take charge of becoming ready, now, for life's most difficult scenarios.

Bellvue Rush Is Bringing the Investment Strategies of the 1 Percent to Everyone

DELRAY BEACH, Fla. /ScoopCloud/ -- Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.

When people plan for retirement, most tend to go the standard route of the qualified plan, typically the 401(k). But no savvy investor would consider that the best course of action, as these plans carry the financial risk of the markets in case of collapse, while taxes will be paid on the full plan, including any growth. Furthermore, a qualified plan is full of restrictions, as the funds that can be placed into the plan are limited, the money cannot be touched for a certain period of time without penalty, and at some point, a minimum amount of the funds must be withdrawn.

But there is a better way, and Bellvue Rush wants to ensure that people are aware when planning their financial future. An IGIC (an investment-grade insurance contract) is considered a tax-free event and offers considerable advantages. As a life insurance contract, it enjoys a contractually guaranteed rate of return, therefore enjoying a real advantage over a 401(k), as it will not collapse if the market does. Moreover, an IGIC has significantly fewer restrictions. Perhaps most importantly, when funds are placed into the account, the taxes are taken first, and then the premiums paid, at which point taxes are by and large done.

The account holder is able to then use the funds to make investments, the gains of which are tax-free as they are part of the life insurance policy. Not only can the funds be used to invest without being subject to taxes, but the insurance policy continues to pay the rate of return on the account as if the funds were still in the account. The same money is now generating income from two sources. The IGIC has an additional advantage in that it can make every investment that a 401(k) is able to, as well as some investments that go beyond the scope of a qualified plan.

To learn more visit: https://bellvuerush.com/

About Bellvue Rush:

Bellvue Rush was founded on the principle that people who work hard and do all the right things should have access to the same investment strategies and vehicles as the ultra-wealthy. While many specific investments can do well, without a plan in place the potential is limited. Rather than point investors in one direction or another, Bellevue Rush takes a holistic view of investment, using programs based on foundational tax law in conjunction with federal statutory codes to put investors in the best possible position.

Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.

Related link: https://bellvuerush.com/

‘Finishing Touches’ Closes the Gap Between Estate Plans and the Details of Everyday Life

HENDERSONVILLE, N.C. /ScoopCloud/ -- Katrina Bragg, owner of Task Mania, a leading virtual administrative assistant service, today launches "Finishing Touches," a living document designed to capture and organize an individual's most important personal information.

"Finishing Touches" is the first signature product created by Task Mania to meet the emergent needs of its clients to organize both their business and their life. The product includes the details that loved ones need to know in the case of a life-altering event or death.

Organizing one's thoughts and life details has never been so crucial as during the COVID-19 era, estate planning experts agree.

"'Finishing Touches' is a living document designed to close the gap between your estate plan and the details of your real life. The main purpose is to help your family in the event of a life-altering illness or sudden death." says Bragg.

Specifically, "Finishing Touches" covers the details often omitted from wills or estate planning documents. In the document, an individual records how they want their loved ones to handle personal items, photos, social media accounts and resolve daily activities.

Bragg designed the organization tool to be useful, regardless of age or where one may be in the estate planning process.

"Finishing Touches" was designed to complement, not replace, the estate and will planning process," Bragg says. "Individuals can use it for their own reference, as well as provide a copy to their attorney and loved ones to provide guidance as needed."

As an introduction to the "Finishing Touches" experience, Bragg has also launched a free e-book, "Top 5 Things Not Covered In Your Will or Estate Planning."

The e-book illustrates how some wishes fall outside the formal estate planning process. Those are usually the more personal aspects of our lives.

Ultimately, "Finishing Touches" is both product and service. Clients can choose to print the document in sections or as a whole and fill it out by hand. Or, the more electronically savvy can complete the document in its electronic format. Plus, those who need a helping hand can work with Bragg personally to complete their own "Finishing Touches" document.

"Periodically, each person with a 'Finishing Touches' document will get a reminder from me to update their information," Bragg says. "Regular updates ensure that the document is up to date as a primary resource whenever needed."

About Katrina Bragg

A recognized expert on all things administrative, Katrina Bragg is owner of Task Mania, Hendersonville, N.C., and creator of "Finishing Touches," a living document that prioritizes your personal wishes in the event of an emergency, "Finishing Touches" helps ensure that your loved ones have the information and resources they need to honor your values and life. Get a copy of the introductory e-book, "Top 5 Things Not Covered in your Will and Estate Planning," and learn more about the launch of the new product and service at the website: http://www.taskmania.biz/.

Katrina Bragg, owner of Task Mania, a leading virtual administrative assistant service, today launches "Finishing Touches," a living document designed to capture and organize an individual's most important personal information.

Related link: http://www.taskmania.biz/

Sasha Baluka Promoted to Partner at Bessolo Haworth, a Leading West Coast Tax, Accounting and Business Advisory Firm

SHERMAN OAKS, Calif. /ScoopCloud/ -- Bessolo Haworth, a leading West Coast tax, accounting and business advisory firm, announces the promotion of Sasha Baluka to partner. Baluka will continue to manage some of the firm's largest clients and will now also work with the firm's partners to manage and lead the organization.

"This was the perfect time to promote Sasha to partner," said the firm's Managing Partner, Larry Haworth. "In addition to her expertise in the manufacturing, retail and distribution segments, Sasha is a leader who works collaboratively with staff and others to ensure an exceptional level of client service."

"I look forward to this new chapter in my relationship with Bessolo Haworth," said Baluka. "Over the past year-and-a-half, I've seen how the partners lead and I'm confident that we will continue to build a firm that is relevant into the future."

Baluka, a graduate of California State University Northridge, joined the firm as a principal in late 2018. She is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. She has been honored by the San Fernando Valley Business Journal as a "Trusted Advisor" and was nominated for recognition as a "Women in Business" honoree.

About Bessolo Haworth:

Based in Sherman Oaks, California, Bessolo Haworth was founded by John Bessolo, Larry Haworth and Peggy Clark in 2007. Featuring CPAs, licensed tax and investment professionals and other expert staff, the independent firm's core expertise includes accounting and auditing, income tax planning and preparation, estate planning and compliance, investment consulting and business advisory services. The firm serves middle-market companies and high net-worth individuals throughout California and beyond. The firm has two other office locations in San Rafael, California and in Gig Harbor, Washington.

To learn more, visit: https://www.bhcpagroup.com/

MEDIA ONLY CONTACT
Pegi Matsuda
Pegi Matsuda Consulting
+1-818-493-6664 (media only)
pegi@pegimatsuda.com

Bessolo Haworth, a leading West Coast tax, accounting and business advisory firm, announces the promotion of Sasha Baluka to partner. Baluka will continue to manage some of the firm's largest clients and will now also work with the firm's partners to manage and lead the organization.

Related link: https://www.bhcpagroup.com/

Senior Kit Estate Planning: Will, Power of Attorney, Healthcare Agent, Living Will

AVENTURA, Fla. /ScoopCloud/ -- Elder Solutions Law Firm, PA has released a new service for Seniors in response to COVID-19. The service is called the Senior Kit, and it focuses on basic estate planning for seniors.

During the COVID-19 crisis, Elder Solutions Law Firm, PA noticed their phones ringing for basic estate planning for seniors more than usual. The staff of Elder Solutions Law Firm, PA held a Zoom meeting and explored several possibilities to help the seniors in the communities Elder Solutions Law Firm, PA serves.

After much discussion, Elder Solutions Law Firm, PA is proud to announce a service directed towards seniors in direct response to COVID-19. It is called the "Senior Kit," and includes a Will, Power of Attorney, Healthcare Agent, and a Living Will.

"We wanted to make a positive impact for the clientele we serve and make a difference," stated Yoni Markhoff, the attorney behind Elder Solutions Law Firm, PA.

"While it is always important to have Advanced Directives in place, it is so much more important today given the COVID-19 crisis," continued Yoni Markhoff.

Elder Solutions Law Firm, PA is offering the Senior Kit at a reduced price and is able to handle every aspect of the documents remotely, throughout the entire State of Florida.

Elder Solutions Law Firm, PA is a law firm based in South Florida that focuses on senior planning, including Medicaid Planning, Estate Planning, Special Needs Trusts, Guardianships, and Probate. We protect the seniors' legacy for future generations.

Call Elder Solutions Law Firm, PA for a free consultation, (786) 463-4463.

Learn more at: https://eldersolutionslawfirm.com/

Elder Solutions Law Firm, PA has released a new service for Seniors in response to COVID-19. The service is called the Senior Kit, and it focuses on basic estate planning for seniors.

Related link: https://eldersolutionslawfirm.com/

Tax Law Changes Impact Charitable Giving – Is Philanthropy Motivated by Tax Reasons Dead?

WALNUT CREEK, Calif. /ScoopCloud/ -- Absolute Trust Talk, a monthly podcast released by Absolute Trust Counsel, recently sat down with Michael Crvarich, Vice President of Legacy Giving at the John Muir Health Foundation, to discuss how an individual's core value system is the new driving force behind charitable giving.

Crvarich reports that with exemption credits now doubled for 99% of Americans, the estate tax is taken off the table.

"There's a paradigm shift, and the need to do things from an estate tax planning point of view isn't as prevalent," he says. "We're seeing a values-based approach now that people aren't trying to beat Uncle Sam."

Absolute Trust Talk host and Absolute Trust Counsel founder Kirsten Howe agrees, adding that from an estate planning point of view it had been a big opportunity to incorporate charity in an estate plan because charitable contributions were deductible from a taxable estate or income taxes.

"Now that we don't have to really worry about estate taxes, it's a whole different ball game," she says.

So, why are people still giving? Because it's about the mission, about making a difference.

"It's about changing lives and changing your community, and that's the real gift," Crvarich says.

In Absolute Trust Talk's Episode #025 - "The Exploration of Legacy Planning and Charitable Giving" - Howe and Crvarich discuss:
* How the change in tax laws has had an impact on charity
* What drives people to give
* How families can get involved in charitable giving
* The mission, successes and strategies on the growth of the John Muir Health Foundation.

"Our goal for Absolute Trust Talk is to get together with leaders to break down important topics into thought-provoking, approachable and easy-to-consume content for our community," Howe says. "It's interesting to explore the motivations behind the people in our communities, our clients, and how their wants and needs truly drive planning for the future of their legacies."

The podcast can be downloaded on the Absolute Trust Talk podcast page, https://absolutetrustcounsel.com/025-the-exploration-of-legacy-planning-and-charitable-giving-with-michael-crvarich-of-the-john-muir-health-foundation/, along with a host of free downloadable resources including:
* "Creating a Family Mission Statement" workbook
* A variety of e-booklets that explore the different ways of giving under the new tax laws
* Free one-hour consultation to explore values-based philanthropy and giving.

It can also be downloaded on iTunes: https://itunes.apple.com/us/podcast/absolute-trust-talk/id1371742254?mt=2.

About Absolute Trust Talk:

Educating at every step. Absolute Trust Talk is not your run-of-the-mill general counsel show filled with legal jargon that doesn't resonate. Through her 20+ years of practice, Absolute Trust Counsel's managing attorney, Kirsten Howe, found herself working with clients who were confused and overwhelmed by the complexity of estate planning and saw a need to help clients with education and specific client-centered estate planning services. Now she's taking her expertise and experience to a new level; she's on a mission to bring a thought-provoking and approachable, friendly voice not only to estate planning, but to a wide variety of business and financial wellness topics. Through a series of podcasts, Howe will connect with like-minded business professionals and work to coach and encourage listeners to make educated and informed planning decisions. Preparing for the future doesn't have to be stressful or hard, but it does have to be smart.

About Absolute Trust Counsel:

Absolute Trust Counsel is among the most highly ranked estate planning law firms in Walnut Creek. The firm's areas of expertise include estate planning, trust administration, Medi-Cal planning, probate, retirement assets planning and special needs planning. Absolute Trust Counsel's mission is to provide easy legal solutions for every client.

Howe was admitted to the California bar in 1987 and has practiced in Walnut Creek since 1997. She earned her J.D. cum laude at the University of California, Hastings College of the Law, where she was a member of the Thurston Society and Managing Editor of The Hastings Law Journal. She earned her Bachelor of Science degree from the University of Michigan.

She is a member of the Trusts and Estates Section of The State of California Bar; the Estate Planning and Probate Section; the Elder Law Section; and the Women's Section of the Contra Costa County Bar Association. She's on the Board of Directors of the Estate Planning Council of Diablo Valley and a member of the Robert G. McGrath American Inn of Court.

Learn more: https://absolutetrustcounsel.com.

About the John Muir Health Foundation:

John Muir Health Foundation is a 501(c)(3) nonprofit organization dedicated to inspiring and stewarding philanthropic support for all health services, programs and facilities of John Muir Health. As a community-based, not-for-profit health care organization, John Muir Health invests all revenue back into its services and the local community. Philanthropic gifts are essential to sustaining and enhancing the margin of excellence that distinguishes John Muir Health as a top-rated health care provider and a vital community asset.

Learn more: https://www.givehealthjmh.org.

Absolute Trust Talk, a monthly podcast released by Absolute Trust Counsel, recently sat down with Michael Crvarich, Vice President of Legacy Giving at the John Muir Health Foundation, to discuss how an individual's core value system is the new driving force behind charitable giving.

Related link: https://absolutetrustcounsel.com/

East Bay Law Office, Absolute Trust Counsel, Launches Podcast, Absolute Trust Talk

WALNUT CREEK, Calif. /ScoopCloud/ -- Greater Bay Area estate planning firm Absolute Trust Counsel announces the launch of the Absolute Trust Talk podcast. Absolute Trust Talk launches as a new avenue to educate clients and prospects on a wide variety of trending business and financial wellness topics and how they can make better-informed decisions when planning for the future.

"I've done a lot of presentations and speaking engagements throughout the greater Walnut Creek and Bay Areas, and it never ceases to amaze me how much people don't know or understand about future planning," says Absolute Trust Counsel founding attorney Kirsten Howe. "Having the opportunity to get together with so many of the other great business leaders in our community and being able to break these types of topics down into thought-provoking, approachable, and easy to consume content seemed like the right next steps to take to start debunking so many myths and misconceptions about wealth and estate planning."

"Educating at every step." Absolute Trust Talk is not your run of the mill general counsel show filled with legal jargon that doesn't resonate. Through her 20+ years of practice, Absolute Trust Counsel founding attorney Kirsten Howe found herself working with clients who were confused and overwhelmed by the complexity of estate planning and saw a need to help clients with education and specific client-centered estate planning services.

Now Kirsten is taking her expertise and experience to a new level; she is on a mission to bring a thought-provoking and approachable, friendly voice not only to estate planning, but to a wide variety of business and financial wellness topics. Through a series of podcasts, Kirsten will connect with like-minded business professionals and work to coach and encourage listeners to make educated and informed planning decisions. Preparing for the future doesn't have to be stressful or hard, but it does have to be smart.

Each Absolute Trust Talk episode will run about 30 minutes long, and the show will run bimonthly after our initial seven-episode launch.

Learn more about the Podcast at: https://absolutetrustcounsel.com/podcast/.

Absolute Trust Talk is available to listen to on iTunes at: https://itunes.apple.com/us/podcast/absolute-trust-talk/id1371742254.

About Absolute Trust Counsel:

Absolute Trust Counsel is among the most highly ranked estate planning law firms in Walnut Creek. The firm's areas of expertise include Estate Planning, Trust Administration, Medi-Cal Planning, Probate, Retirement Assets Planning and Special Needs Planning. Absolute Trust Counsel's mission is to provide easy legal solutions for every client.

Kirsten Howe, the firm's managing attorney, was admitted to the California bar in 1987 and has practiced in Walnut Creek since 1997. She earned her J.D. cum laude at the University of California, Hastings College of the Law, where she was a member of the Thurston Society and Managing Editor of The Hastings Law Journal. She earned her Bachelor of Science degree from the University of Michigan.

Kirsten is a member of the Trusts and Estates Section of The State of California Bar; the Estate Planning and Probate Section, the Elder Law Section and the Women's Section of the Contra Costa County Bar Association. She is on the Board of Directors of the Estate Planning Council of Diablo Valley and a member of the Robert G. McGrath American Inn of Court.

Learn more at: https://absolutetrustcounsel.com/.

Greater Bay Area estate planning firm Absolute Trust Counsel announces the launch of the Absolute Trust Talk podcast. 'Absolute Trust Talk' is a new avenue to educate clients and prospects on a wide variety of trending business and financial wellness topics and how they can make better-informed decisions when planning for the future.

Related link: https://absolutetrustcounsel.com/

Estate Planning Council of Cleveland Honored as 5 Star Council by the National Association of Estate Planners and Councils

CLEVELAND, Ohio, Nov. 17, 2015 (SEND2PRESS NEWSWIRE) -- The Estate Planning Council of Cleveland will be recognized as a 5 Star Council by the National Association of Estate Planners & Councils as a part of the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program.

This honor was created in 2014 to recognize estate planning councils that have demonstrated a high level of achievement in areas critical to a successful membership experience.

"We are looking forward to the award ceremony scheduled on Wednesday, November 18, 2015 during the 52nd Annual NAEPC Advanced Estate Planning Strategies Conference on Amelia Island, Florida. The estate planning councils being recognized as 5 Star Councils provide a high level of member service and are contributing to the success of not only their members, but to the estate planning community as a whole," NAEPC President Jordon N. Rosen, CPA, AEP(R) said.

The Council of Excellence Award is named for two individuals who truly sought to strengthen the bond between NAEPC and its affiliated councils during their terms on the board. Walter Lee Davis, Jr. served as president of the association in 2008 and was instrumental in forming the Council Relations Committee, a group of volunteer members who are charged with being a liaison between affiliates and the national association. Leonard H. Neiman served the association as a board member for over fifteen years and worked tirelessly to gather information about estate planning councils from around the country.

About The Estate Planning Council of Cleveland:

The Estate Planning Council of Cleveland is a multi-disciplinary membership organization whose core belief is that the team concept of estate planning best serves the client. Attorneys, trust officers, accountants, insurance and financial planners, planned giving professionals, and allied professionals are admitted to membership. Founded in the 1930s, the council provides its over 425 members with a forum for networking and unparalleled education. The council is a member of the National Association of Estate Planners & Councils, the leading professional organization for estate planners, which provides its 1,800 Accredited Estate Planner(R) designees, and 260 affiliated local estate planning councils and their 29,000 members with ongoing education and a national forum for professional networking. Learn more at: http://www.epccleveland.org/.

For additional information contact: Michael T. Novak, CPA, PFS, AEP(R), President, Estate Planning Council of Cleveland, at mnovak@wellspringadvisorsllc.com or 216-367-0680.

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/estate-planning-council-of-cleveland-honored-as-5-star-council-by-the-national-association-of-estate-planners-and-councils-2015-1117-02.shtml.

NEWS SOURCE Estate Planning Council of Cleveland :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by and Copr. © 2015 Send2Press® Newswire, a service of Neotrope®.