De Lorenzo Financial Planning

The Hudson Valley Estate Planning Council is a multifaceted organization comprised of attorneys, accountants, trust representatives, financial planners, life underwriters, and other professionals dedicated to providing comprehensive estate planning services. Our council is committed to fostering a collaborative environment where professionals from diverse disciplines can come together to exchange ideas, share knowledge, and advance their skills in estate planning.

Our Mission

Our mission is to provide educational programs in a relaxed atmosphere, while fostering networking among the various professional disciplines. By bringing together experts from different fields, we strive to promote a team approach to estate planning, which ultimately benefits our clients and customers. This multidisciplinary approach enables us to develop a coordinated planning effort that ensures maximum benefits for those we serve.

Our Services

The Hudson Valley Estate Planning Council offers a wide range of services designed to cater to the diverse needs of our members and their clients. Our services include:

• Educational programs and seminars on various aspects of estate planning
• Networking opportunities with professionals from different disciplines
• Access to a comprehensive directory of members and their areas of expertise
• Opportunities to participate in leadership roles and contribute to the growth of the council
• Discounts on events, seminars, and other educational programs
• Opportunities to connect with other professionals and build relationships that can benefit your business

Our Partnership with the National Association of Estate Planners & Councils

The Hudson Valley Estate Planning Council is proud to be a member of the National Association of Estate Planners & Councils (NAEPC). This partnership provides our members with access to new services, opportunities, and information on other estate planning councils. We are committed to staying at the forefront of estate planning trends and best practices, and our partnership with the NAEPC helps us achieve this goal.

Upcoming Events

We invite you to explore our website and learn more about our upcoming events, including seminars, workshops, and social gatherings. Our events are designed to provide educational value, networking opportunities, and a chance to connect with other professionals in the estate planning industry.