Estate Planning Council-Nassau

Our Mission

The Estate Planning Council of Nassau County (EPCNC) is a non-profit organization dedicated to empowering individuals and families to understand and navigate the complexities of estate planning. We provide a welcoming and supportive environment where you can access reliable information, resources, and guidance on planning for your future.

Who We Are

Our members are experienced attorneys, financial planners, accountants, trust officers, and other professionals with diverse expertise in various aspects of estate planning. We are passionate about helping individuals and families create comprehensive plans that protect their assets, manage financial risks, and ensure their wishes are fulfilled in the event of incapacity or passing.

What We Offer

• Free and informative seminars and workshops: We host regular events covering various estate planning topics, including estate planning basics, retirement planning, asset protection, and elder law.
• Educational resources: Access to a wealth of online resources, including articles, videos, and podcasts, to help you learn about estate planning.
• Networking opportunities: Connect with professionals in your area and build relationships that can assist you in planning for your future.
• Referral services: We maintain a directory of pre-screened estate planning professionals who can provide personalized guidance and services based on your specific needs.

Our Services

• Asset protection planning: Strategies to safeguard your assets from creditors, lawsuits, and other unforeseen events.
• Retirement planning: Guidance on maximizing your retirement accounts and plans for post-retirement income.
• Estate documentation: Preparation of essential documents such as wills, trusts, power of attorney, and healthcare directives.
• Business succession planning: Strategies for transitioning ownership of your business to ensure continuity and minimize tax implications.
• Special needs planning: Instruments to ensure the appropriate care and financial security of individuals with disabilities.

We believe

• Everyone needs a solid estate plan regardless of their age, wealth, or health.
• Planning for your future is a proactive approach that can bring peace of mind and security to you and your loved ones.
• Working with experienced professionals can ensure that your estate plan is customized to your unique needs and circumstances.