Membership in DuPage County Estate Planning CouncilMay 15, 2008
William H. Keffer, CFP, CLU, ChFc, and principal of Keffer Financial Planning has been accepted for membership in the DuPage County Estate Planning Council (DCEPC). A professional association of Certified Public Accountants, attorneys, bank trust officers, financial planners, and life insurance professionals, the DCEPC mission statement is to "...provide informed guidance in the creation, conservation, and distribution of estates." Members meet regularly to improve their skills and stay abreast of the latest developments in the estate planning field.
In the United States, we have a dynamic and complex set of laws and tax rules that touch the simplest of transactions. The insurance and banking industries have evolved to a significant degree to help protect property. However, with such a bewildering array of choices, the discipline of estate planning, which involves legal, tax, insurance, and investment issues, has developed to help people make informed decisions.
Issues estate planning teams help address include the best way to invest assets, minimizing taxes, ensuring adequate assets to achieve personal goals, proper management of assets in the event of death or incapacity, and, ultimately, disposition of assets in accordance with the client's wishes.
Membership in the DCEPC requires a professional designation as a Trust Officer, Chartered Life Underwriter (CLU), licensed attorney, Certified Public Accountant (CPA), Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC).
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