Warren Averett Recognizes National Estate Planning Awareness Week

Written by Warren Averett on October 16, 2014

Warren Averett, LLC, Certified Public Accountants and Advisors, will recognize National Estate Planning Week, Oct. 20 – 26, 2014. Estate planning is one of the most overlooked areas of personal financial management due to the following contributing factors:

  • It is estimated that more than 120 million Americans do not have an up-to-date estate plan to protect themselves and their families in the event of sickness, accidents or untimely death.
  • The majority of Americans over 65 are totally dependent on Social Security.
  • Many people mistakenly believe that since they are not “rich” they do not need a comprehensive financial and estate plan.
  • The majority of Americans are unlikely to plan adequately for their retirement without professional assistance.

“With advance planning, issues such as guardianship of children, managing bill paying and assets in the event of sickness or disability, care of a special needs child, long-term care needs and distribution of retirement assets can all be handled with sensitivity, care, and at a reasonable cost,” states Greg Sellers, Warren Averett Member and President of the National Association of Estate Planners & Councils.

NAEPC, The NAEPC Education Foundation and Warren Averett have made an ongoing commitment to help the public understand the need for estate planning by a qualified team of individuals throughout the year, and in particular the third full week in October. In support of this commitment, on September 27, 2008 Rep. Mike Thompson (D-CA), and 49 additional members of the House of Representatives, helped pass H. Res. 1499 proclaiming the third week in October each year as National Estate Planning Awareness Week. Warren Averett is celebrating National Estate Planning Awareness Week by hosting several “Success for Succession” seminars throughout the month of October in our various markets. If you’re interested in attending one of our seminars, click here and register online today. For additional information about National Estate Planning Awareness Week, or to schedule an interview with a member of Warren Averett’s Estate and Trust Practice Group, please contact Greg Sellers at 334.271.2200.

The National Association of Estate Planners & Councils, formed in 1962 as a non-profit business league is the leading professional organization for estate planning, providing its 1,700+ Accredited Estate Planner® designees and 235+ affiliated local estate planning councils and their 27,000 members with ongoing education and a forum for professional networking within the estate planning professions. Through its educational foundation, The NAEPC Education Foundation, formed as a 501(c)3 in 2005, and its unique public awareness estate and financial education website found at www.estateplanninganswers.org NAEPC is the centralized resource for estate planning professionals and the public as a trusted resource for current, quality financial content and tools.

About Warren Averett
Warren Averett has grown substantially over the last few years to become one of the largest accounting firms in the Southeastern region, ranking among the top 30 firms in the United States. With more than 800 employees and 340 CPAs, Warren Averett offers depth and experience in a variety of industries including healthcare, manufacturing, financial services, construction, real estate, aerospace and defense, life sciences and technology, nonprofit and public sector, with services that span beyond audit and tax to include wealth management, staffing and recruiting, technology consulting, financial outsourcing, retirement plan administration and investments. Our 14 office locations include Birmingham, Huntsville, Montgomery, Cullman, Anniston, Auburn and Foley, Alabama; Pensacola, Fort Walton Beach, Destin and Tampa, Florida; Atlanta, Georgia; and affiliate offices in Houston, Texas and the Cayman Islands. To learn more about our firm visit www.warrenaverett.com.

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