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epccleveland.org

Estate Planning Council of Cleveland - Estate Planners in Cleveland, OH - Serving the public's needs in Estate Planning

The Estate Planning Council of Cleveland is a local organization in Cleveland, OH of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in Cleveland, OH.

http://www.epccleveland.org/

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Estate Planning Council of Cleveland - Estate Planners in Cleveland, OH - Serving the public's needs in Estate Planning | epccleveland.org Reviews
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The Estate Planning Council of Cleveland is a local organization in Cleveland, OH of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in Cleveland, OH.
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Estate Planning Council of Cleveland - Estate Planners in Cleveland, OH - Serving the public's needs in Estate Planning | epccleveland.org Reviews

https://epccleveland.org

The Estate Planning Council of Cleveland is a local organization in Cleveland, OH of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in Cleveland, OH.

INTERNAL PAGES

epccleveland.org epccleveland.org
1

Board of Directors - Estate Planning Council of Cleveland

http://www.epccleveland.org/council/leadership

Tuesday, May 9, 2017. 2017 Social Security Basics sponsored by Heirmark. Message from President Matile. ESTATE PLANNING COUNCIL OF CLEVELAND. Message from President Matile. Michael W. Matile, JD. Send Message to Member. Emily Shacklett, CPA, AEP. Send Message to Member. Dana M. DeCapite, Atty. Benesch, Friedlander, Coplan and Aronoff. Send Message to Member. Julie A. Taft, Atty. Send Message to Member. Peter Balunek, CLU, ChFC, CFP. Send Message to Member. Michael T. Novak, CPA, PFS, AEP. May 9, 2017.

2

Document Library - Estate Planning Council of Cleveland

http://www.epccleveland.org/council/documents

Tuesday, May 9, 2017. 2017 Social Security Basics sponsored by Heirmark. Message from President Matile. ESTATE PLANNING COUNCIL OF CLEVELAND. Message from President Matile. EPC Cleveland Social Media Participation Guideline. Social Media Participation Guidelines 12.2012.pdf. Application - Regular Membership 07.2016 with CL Fillable pdf.pdf. Junior / Student Membership Application. Application - Junior.Student 07.2016 Fillable PDF.pdf. Monthly Luncheon and Breakfast Handouts and Outlines. May 9, 2017.

3

Complexities of Business Succession Planning (with Advanced and Basic session breakouts) sponsored by Huntington Bank - Estate Planning Council of Cleveland

http://www.epccleveland.org/events/event/13502

Tuesday, May 9, 2017. 2017 Social Security Basics sponsored by Heirmark. Message from President Matile. ESTATE PLANNING COUNCIL OF CLEVELAND. Message from President Matile. Complexities of Business Succession Planning (with Advanced and Basic session breakouts) sponsored by Huntington Bank. Tuesday, April 11, 2017. The City Club of Cleveland, 850 Euclid Ave., 2nd Fl., Cleveland, OH 44114. Linda L. Bluso, JD (Advanced Session) and Andrew R. Connors, CFP , CEPA (Basic Session). Magna cum laude,. Reduced pa...

4

Members - Estate Planning Council of Cleveland

http://www.epccleveland.org/members

Tuesday, May 9, 2017. 2017 Social Security Basics sponsored by Heirmark. Message from President Matile. ESTATE PLANNING COUNCIL OF CLEVELAND. Message from President Matile. You are currently logged out. Login. May 9, 2017. 2017 Social Security Basics sponsored by Heirmark. May 16, 2017. East Side Breakfast - Family Governance sponsored by Wellspring Financial Advisors. Michael T. Novak, CPA, PFS, AEP. May 24, 2017. Effective Estate Planning for Diminished Capacity; Can You Really Avoid Guardianship.

5

Member Renewal - Estate Planning Council of Cleveland

http://www.epccleveland.org/members/renewal

Tuesday, May 9, 2017. 2017 Social Security Basics sponsored by Heirmark. Message from President Matile. ESTATE PLANNING COUNCIL OF CLEVELAND. Message from President Matile. You must be logged in to renew your membership. Login now. May 9, 2017. 2017 Social Security Basics sponsored by Heirmark. May 16, 2017. East Side Breakfast - Family Governance sponsored by Wellspring Financial Advisors. Michael T. Novak, CPA, PFS, AEP. May 24, 2017. June 13, 2017. National Association of Estate Planners and Councils.

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LINKS TO THIS WEBSITE

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Walthall CPAs Ohio CPA firm affiliations

http://www.walthall.com/who-we-are/affiliations-and-membership

Behind the new logo. CPA firm client testimonials. State and local taxes. Tax credits and incentives. Tax planning and strategies. Retirement and financial planning. Employee benefit plan audits. Mergers, acquisitions, and transitions. Financial planning and consulting. Tools, forms, and whitepapers. New client information form. National Small Business Week. College recruiting – Meet the Accountants. Behind the new logo. CPA firm client testimonials. State and local taxes. Tax credits and incentives.

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Walthall CPAs Estate Planning | Cleveland CPAs

http://www.walthall.com/services/wealth-preservation/estate-planning

Behind the new logo. CPA firm client testimonials. State and local taxes. Tax credits and incentives. Tax planning and strategies. Retirement and financial planning. Employee benefit plan audits. Mergers, acquisitions, and transitions. Financial planning and consulting. Tools, forms, and whitepapers. New client information form. National Small Business Week. College recruiting – Meet the Accountants. Behind the new logo. CPA firm client testimonials. State and local taxes. Tax credits and incentives.

naepc.org naepc.org

National Association Of Estate Planners & Councils - NAEPC

http://www.naepc.org/home/councils

Join our Mailing List. National Estate Planning Awareness Week. Council Nominated AEP Program. Referral Lists and Documents. Sample Council Operations Manual. Programs and Services Presentation - Long. Programs and Services Presentation - Short. Council of Excellence Award. The Torch" Resource Manual. Robert G. Alexander Webinar Series. Journal of Estate and Tax Planning. Looking to learn more? Please view the information contained in both the information for Affiliated Councils. Councils in the News.

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qualifications : Welcome to the website of Timothy Allan Ferris, Investment Advisor Representative, H. Beck, Inc.

http://www.evolutionary-wealth.net/qualifications.4.htm

Your account aggregation services. Your term insurance and UL quotes. Things we read, places we go. Markets at a Glance. Evolutionary Wealth . . . Timothy A. Ferris, Investment Advisor Representative, H. Beck, Inc. 4022 Denison Avenue, Cleveland. I have provided a more extensive summary of all this on Linked In at http:/ www.linkedin.com/in/timferris. In 1968, I earned an A.B. degree, in English, from The College of the Holy Cross. And licensing in my profession:. This advocacy oganization for independen...

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Estate Planning | Cavitch Familo & Durkin

http://cavitch.com/practice-areas/estate-planning

View All Practice Areas. For more than half a century, our firm’s estate planning lawyers have developed a special talent for sophisticated estate tax planning and designing highly customized and complex will and trust arrangements. Our clients value the experience of our Estate Planning attorneys. While wills and living A-B trusts are the basic estate planning building blocks, we also implement plans involving more sophisticated tools, such as:. Qualified personal residence trusts (QPRTS). We also repre...

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Firm Profile

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Laura J. Gorretta, Esq. Prior to attending law school, Laura earned her undergraduate degree at Hiram College with honors and election to Phi Beta Kappa and a M.A. in History and Archives Administration at Case Western Reserve University. Geauga County Bar Association. Cleveland Metropolitan Bar Association. Estate Planning, Trust and Probate Law Section. Ohio State Bar Association. Estate Planning, Trust and Probate Law Section. Estate Planning Council of Greater Cleveland. Chagrin Valley Women's Club.

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Estate Planning Council of Cleveland - Estate Planners in Cleveland, OH - Serving the public's needs in Estate Planning

Tuesday, April 11, 2017. Complexities of Business Succession Planning (with Advanced and Basic session breakouts) sponsored by Huntington Bank. Message from President Matile. ESTATE PLANNING COUNCIL OF CLEVELAND. Message from President Matile. Welcome, from the Estate Planning Council of Cleveland! The member directory. Please browse at your pleasure; be aware however, that certain links are reserved for members only and require password access. A national organization of professional estate planners and...

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Estudios sobre Patrimonio, Cultura y Ciencias Medievales

Ayuda de la revista. Contenido de la revista. Estudios sobre Patrimonio, Cultura y Ciencias Medievales. Estudios sobre Patrimonio, Cultura y Ciencias Medievales. Estudios sobre Patrimonio, Cultura y Ciencias Medievales. Estudios sobre Patrimonio, Cultura y Ciencias Medievales. Es el órgano difusor del Grupo HUM-165 del mismo nombre, aunque está abierta a cualquier investigador. Edita artículos, documentos, reseñas de libros y noticias referidos a todos los ámbitos de la Historia Medieval.