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Mission Statement
EPICOR (Estate Planning Institute of
Collaborative Resources) is a regional wealth strategies collaborative.
EPICOR's mission is to transcend the traditional estate planning process by
actively employing the experiences and talents of the EPICOR Fellows in
designing, implementing and maintaining estate plans for their respective
clients.
EPICOR Fellows are experienced estate planning attorneys. Each Fellow
recognizes that the essence of effective estate planning is to address each
client's unique concerns through counseling and applying innovative solutions to
those concerns.
EPICOR exists to promote superior, cutting-edge estate planning for
clients. Through their collaborative expertise and knowledge, EPICOR Fellows are
able to work as a team to help their clients take advantage of estate planning
opportunities needed to protect themselves and their loved ones.
EPICOR Fellows understand that the estate planning needs of each client
are unique. Every plan is designed to meet each client's individual estate
planning hopes, dreams and aspirations.
EPICOR serves as a resource for the exchange of ideas and solutions, and
acts as a venue for providing educational, mentoring, and training opportunities
to advisors in the financial, insurance, legal and accounting professions.
Fellows are also available to ensure continued service to their respective
clients in the event of a Fellow's disability or death.
Contact Information
Telephone: 847.367.4460
Postal address: 700 Florsheim Drive, Suite 11, Libertyville, Illinois 60048
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