October is National Estate Planning Awarness Month
Estate planning is an often overlooked element of financial wellness, it is estimated that over half of Americans – 56% – do not have an up-to-date estate plan!
National Estate Planning Awareness Week was adopted in 2008 by members of the U.S. House of Representatives, pursuant to House Resolution 1499 and has been championed and promoted by National Association of Estate Planners & Councils. National Estate Planning Awareness Week is designed to promote public understanding and awareness of what estate planning is and why it is such a vital component of financial wellness.
National Estate Planning Awareness Week occurs the third full week of October each calendar year. This year National Estate Planning Awareness Week runs from October 16-22. It offers the perfect opportunity to reach Americans on a regular basis with a reminder of the need for estate planning and how best to find a team of professionals to assist.
Our parent organization, the National Association of Estate Planners & Councils has teamed up with profession leaders and several guests to provide our council, its members, and consumers with access to short videos dedicated to consumers of estate planning services. You are welcome to share these videos with others.
The first video includes the following titles related to Estate Planning:
- What is Estate Planning
- Asset Protection Planning for the Masses
- Financial Planning Basics, Part I
- Financial Planning Basics, Part II
- Health Proxies and Related Documents
- Insurance and Insurance Trusts
- Planning for Unmarried Couples
- Powers of Attorney
- Revocable Trusts
Asset Protection Planning for the Masses
Oklahoma City Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.