Southwestern Michigan Estate Planning Council

Southwestern Michigan Estate Planning Council (SMEPC) is a widely acknowledged estate planning council in the United States. SMEPC is affiliated to the NAEPC or the National Association of Estate Planners & Councils.
About Southwestern Michigan Estate Planning Council
Southwestern Michigan Estate Planning Council is an important estate planning council in the United States. The council is essentially a cross-functional team of estate planning professionals consisting of the following entities:
Certified Financial Planners
Attorneys
Investment/Insurance Professionals
Certified Public Accountants
Trust Officers
Planned Giving Professionals

The principal objective of Southwestern Michigan Estate Planning Council is to offer the best standard of estate planning services to assist people manage their assets in the event of their death. The estate planning professionals working with the Southwestern Michigan Estate Planning Council can provide adequate help to the clients to fulfill their requirements.

The estate plans prepared by the estate planning professionals usually deal with the following issues:
Disability issues
Gifting of assets
Plans for charities
Untimely death
Specific benefits and/or unexpected requirements for incapacitated children, minors, as well as spouse
Safekeeping of minor children
Degree of dominance a person has over his properties

The common estate plans can be categorized into the following types:
Last will and testament
Irrevocable and revocable living trusts
Designation of beneficiaries
Joint Ownership along with the Right of Survival
Gifting of assets
Cunctation/doing nothing

The Planned Giving Education Program of Berrien County in conjunction with Southwestern Michigan Estate Planning Council has become quite popular. Currently, the President of Southwestern Michigan Estate Planning Council is Linda Cooper, CPA.
Affiliation
Southwestern Michigan Estate Planning Council is affiliated to the NAEPC or the National Association of Estate Planners & Councils.
Contact Details:
Southwestern Michigan Estate Planning Council
C/o Berrien Community Foundation
2900 S. State Street, Suite 2E
Saint Joseph, MI 49085
Phone: 269–983–3486

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Last Updated on : 30th July 2013

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