Estate Planning Essentials with Larry Macklin

Buried in Work Podcast

In this insightful episode of the Buried in Work podcast, host Adam Zuckerman sits down with Larry Macklin, President-Elect of the National Association of Estate Planners and Councils (NAPEC).

With over 40 years of experience, Lawrence shares his journey from CPA to tax attorney to a leading figure in estate planning. He highlights the importance of collaboration among professionals in providing the best estate planning services, discusses the vital resources NAPEC offers, and explains why having an accredited estate planner is crucial for effective estate planning.

𝐖𝐡𝐚𝐭 𝐘𝐨𝐮'𝐥𝐥 𝐋𝐞𝐚𝐫𝐧:

1. 𝐓𝐡𝐞 𝐑𝐨𝐥𝐞 𝐨𝐟 𝐍𝐀𝐏𝐄𝐂: How NAPEC supports over 270 member councils and 30,000 individual members with invaluable resources and education.

2. 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐯𝐞 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠: Why estate planning should involve collaboration among attorneys, CPAs, financial advisors, and other professionals to maximize client outcomes.

3. 𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐜𝐞 𝐨𝐟 𝐀𝐜𝐜𝐫𝐞𝐝𝐢𝐭𝐚𝐭𝐢𝐨𝐧: What sets the Accredited Estate Planner (AEP) and Estate Planning Law Specialist (EPLS) designations apart, and why they are essential for professionals.

4. 𝐓𝐢𝐩𝐬 𝐟𝐨𝐫 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠: The importance of starting estate planning today, regardless of your wealth, to ensure your wishes are honored and your loved ones are protected.

5. 𝐅𝐮𝐭𝐮𝐫𝐞 𝐓𝐫𝐞𝐧𝐝𝐬 𝐢𝐧 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠: Insights on the evolving nature of estate planning, including changing tax laws and the growing role of technology.

If you're an estate planning professional, make sure you're leveraging the collaborative resources that NAPEC offers. Visit naepc.org to learn more and see how you can enhance your practice.

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