December 2014

Message from the Chairperson Taking Advantage of Forefield NAEPC Recognizes 2014 Entrants Into the Estate Planning Hall of Fame® Technical Corner LinkedIn Group Member Benefits, Programs & Services New Desginees Subscription Options

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Message from the Chairperson

	NAEPC Monthly Webinar Series
	NAEPC National Website

M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Hawthorn - PNC Family Wealth
Philadelphia, PA

Dear Fellow AEP® Designees:

As with all year-end issues of the AEP® Alert, I would like to share with you several of the highlights from our exciting year!

What is more exciting than the 51st Annual Conference, which wrapped up on Friday, November 7th in San Antonio? Nothing! As in past years, we offered all designees in attendance an opportunity to attend a very special private session, our 4th annual, and were thrilled to welcome Professor Gerry W. Beyer, JD, LL.M., JSD, AEP® (Distinguished) Nominee who presented "Estate Planning for Digital Assets." We know that this is quite the "hot topic" in estate planning at the moment so the outline has been provided within this newsletter's "Technical Corner." On behalf of our entire board, I would like to invite you to attend our 52nd Annual Conference, which will be held from November 18 - 20, 2015 in Amelia Island, Florida. More information about this exciting event will be available very soon! The Annual Conference is quite a bargain and fulfills an entire year of the continuing education requirement to maintain your AEP® designation, please consider placing the dates on your calendar for next year!

Our newest benefit, available only to active designees, is the Forefield Advisor program. To date we have offered a live training at the Annual Conference, four webinar training sessions, and more are expected during 2015. If you have not already logged in, I encourage you to do so soon! The program offers some of our disciplines continuing education credit, and provides everyone with fantastic tools that are just perfect for your clients. You can learn more about the Forefield offering within this newsletter.

Finally, please watch your mailbox for the 2015 dues and recertification documents, which will be sent very early in January and are due on or before April 24, 2015. We appreciate your continued commitment to the designation program and the team concept of estate planning.

Best wishes for a wonderful holiday season and fruitful 2015.

Taking Advantage of Forefield, a Q & A Session

What is Forefield?
Forefield is the leading provider of premier financial planning knowledge and institutional solutions that enable communication between financial institutions, advisors, and customers. Forefield's web-based applications facilitate the communication of financial planning knowledge and advice that is current, consistent, and customized.

Why do I have access to Forefield?
Forefield is available to all active AEP® designees as a member benefit through August 31, 2015.

What do I have access to?
Active AEP® designees have access to two components from the Forefield Suite of products at no charge—Advisor & Continuing Education. Designees may also opt-in to additional components at a reduced fee.

What is the "Advisor" tool?
Advisor is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

What is the "Continuing Education" tool?
Continuing Education is an online service where advisors can earn the credit necessary to satisfy their CE requirements for many popular accreditations, including the AEP® designation.

How do I access Forefield?
Click HERE and log in using your user name and password for the national website (the password for your council site will not work for this purpose.) If you are having trouble, please use the "I forgot my password" option. Once logged in, please scroll down until you see "Login to Forefield Advisor" within the blue box. You'll be asked to complete a registration and then transferred promptly to the Forefield website. It's that easy!

Estate Planning Hall of Fame® Inductees

Each year, NAEPC recognizes exceptional service to the field of estate planning by inducting individuals into the Estate Planning Hall of Fame®. The award ceremony is held at the Annual Conference. This year, we were proud to honor the following individuals on Friday, November 7th:

• Alexander A. Bove, Jr., JD, LL.M., Ph.D., Solicitor, England & Wales, AEP® (Distinguished)
• Arthur J. Dixon, CPA, JD, LL.M (taxation), AEP® (Distinguished) - Posthumous
• Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished)
• Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
• Lee J. Slavutin, MD, CLU®, AEP® (Distinguished)
• John A. Wallace, JD, AEP® (Distinguished)
• Randy L. Zipse, JD, CPA, AEP® (Distinguished)

Please join us in congratulating this esteemed group of practitioners for their accomplishments!

The Technical Corner

Edited by Paul J. Pantano, CLU®, ChFC®, AEP® , CASL, MSFS
The Luttner Financial Group, Ltd.
Pittsburgh, PA

This month, we are excited to feature "Estate Planning for Digital Assets" as presented by Gerry W. Beyer at the 51st Annual Conference. View the annotated session outline, sample forms, and slides.

We are most thankful to Professor Beyer for allowing us to provide you with this outline.

Staying "LinkedIn"

If you are "Linked in", be sure to join our group "AEP®, Accredited Estate Planners." This private, members-only group is a forum for:

• Collaboration and discussion of timely topics
• Sharing of planning ideas
• Staying connected to fellow AEP® group members
• Sharing ideas to enhance the designation
• Efficient communication with group members

NAEPC also offers regular posts within the group. You can quickly and easily request to join. (A LinkedIn profile is required to participate.)

Member Benefits, Programs & Services

NAEPC strives to offer our designees high-quality benefits, programs and services at value pricing. We continually look for opportunities that will enhance the value of your membership and make your practice more efficient.

We are very proud to make the following benefits available to you, our Accredited Estate Planner® designees, at reduced prices or substantial discounts. A brief description of each product or program can be found online in the member benefits section of our website, along with pricing and ordering information. Some of the resources are even complimentary—take a look today! Be aware, however, that your password may be required to view some of the information. Please use the "I forgot my password option" if necessary.

New Benefits

Safe by Estate Assist: Your Online Safe Deposit Box

Safe by Estate Assist protects your financial and digital assets, as well as important life documents. This includes life insurance, loans, bank, brokerage, 401K, social media, email accounts, as well as your will, power of attorney, and more. Our product allows members to securely and accessibly store account information and documents, while making them available on the web or your mobile device.

With user-friendly, step-by-step workflows to set up and manage an encrypted and electronically stored digital estate, Safe's system replaces old paper binders, messy files, hand written notes, and password locked spreadsheets. We allow members to share their asset information with one or more trusted people, while living or upon incapacitation or death. This ensures that heirs get the money, property, and life insurance benefits that they deserve, including items they personally may not have been aware of.

NAEPC members can receive a 33% discount on all Safe plans by visiting Estate Assist, clicking "Get Started Free" and registering for a Safe account.

If you're interested in partnering with Estate Assist to provide Safe to your clients, please reach out to us at partnerships@estateassist.com.

See complete information about this benefit.

Family Wealth Map

Family Wealth Map aggregates financial and non-financial assets and liabilities to create individual and combined net worth statements, or "Maps". Its ability to handle complex estate structures with multiple family members and generations, legal entities (e.g., trusts, corporations, partnerships), and partially owned assets sets Family Wealth Map apart in the market place. Maps can be shared between clients and their team of advisors to ensure that all are working from the same set of current and complete information. This SaaS program includes a robust and customizable document storage feature that is conveniently attached to each item on the Map. With one click, Map documents can be securely downloaded, viewed, printed, sent and received. Imagine…all the information you need in one secure place!

For more information, please visit our website at www.familywealthmap.com or watch our video below that explains the Professional advisor platform. NAEPC members receive a 10% discount on a Family Wealth Map individual or professional subscription. Simply email us at info@familywealthmap.com, let us know you're a NAEPC member and we'll get you started.

WATCH OUR "PRO" VIDEO

See complete information about this benefit.

Society of FSP's Arizona Institute, January 18-22, 2015 - Phoenix, AZ

ATTENTION NAEPC MEMBERS: ESCAPE WINTER'S WORST!

Join fellow estate planners and financial advisors at the Society of FSP's Arizona Institute on January 18-22, 2015, in Phoenix. NAEPC members, if registered by December 22, 2014, can save $200 off the regular non-member price.

Attendees will hear Jim Frank, JD, LL.M., on "Estate Planning and Portability," Gerry Beyer, BA, PhD, LL.M., JSD, on "Estate Planning for Non-Human Family Members," and more.

• Earn up to 18 CE credits.
• Expand your network of elite professionals and grow your practice.

For complete program information and to register go to www.arizona-institute.com or call FSP Member Services @ 800-392-6900 (M-F, 9 am-4:30 pm ET). Use promo code NAEPC.

See complete information about this benefit.

Existing Benefits

American Bar Association RPTE Paralegal eLearning Program Acquire Direct Marketing American Dream Planner LLC Amicus Creative Media & Legal Vault BizActions LLC Business Valuation Resources, LLC Cards for a Cure Charitable Planning Desk Reference for Advisors / Strategic Philanthropy Cloudia Assistant CrummeyService Discuss Directives, LLC - Heart2Heart Workbook & Deck of Cards DocuBank Estate Planning Smarts / Pensworth EstatePlanningBinders.com Family Business Magazine Fiserv Investment Services Florida Domicile Handbook International Association of StoryKeepers (I-ASK)

International Genealogical Search Inc. Klark Proposal Software Konica Minolta Business Solutions Lawgic, LLC LegacyQuest, LLC Legal Binders Now (LBN) My Perfect Will My Personal DataSafe LLC NationalUnderwriter.com Oswald Companies Personal Excess Liability PS Awards Ruby Receptionists Sterling Cut Glass The ABA Checklist for Family Heirs The Ultimate Estate Planner Trusts & Estates Veracity - MTG Washington Institute for Graduate Studies WealthManagement.com Wolters Kluwer Law & Business

We congratulate the newest Accredited Estate Planner® designees and celebrate their accomplishment:

National Association of Estate Planners & Councils 1120 Chester Avenue, Suite 470 Cleveland, OH  44114
Phone: (866) 226-2224  ~  Fax: (216) 696-2582  ~  E-Mail: admin@naepc.org

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