Magazine article The CPA Journal

Website of the Month: National Association of Financial & Estate Planning (NAFEP)

Magazine article The CPA Journal

Website of the Month: National Association of Financial & Estate Planning (NAFEP)

Article excerpt

The National Association of Financial & Estate Planning website, www.nafep.com, offers a selection of useful estate and business planning materials. NAFEP is a for-profit organization, providing estate, business, and legal expertise to CPAs, attorneys, and financial planners and their clients, but the website is free and available to any visitor. Although there are some inconsistencies, the website also represents a good example of approaches to organizing and publishing technical materials, as well as promoting an organization.

The NAFEP website presents a common format on all pages, which makes navigation and resource location easy. The main menu bar at the top of each page features the four major organizational groupings of the website: "Estate Planning," "Business Entities," "NAFEP Info," and "Prof Info Center." The secondary horizontal menu features "Home," "Contacts," and "Member Login."

The NAFEP website is a good example of a clear and attractive presentation of technical material in a text format with minimal graphics. Although the wcbsitc is aimed at professionals, the format will be appealing to other users. The topical discussions are presented in HTML format, with some links to .pdf versions. The HTML formats offer links to related web pages on the site. One useful feature is links to a mail-in form for requesting available booklets, although these links are not offered consistently. Additionally, the website utilizes an online form for the Certified Estate Advisor application (discussed below) that would also be helpful for information requests.

Estate Planning and Business Entities

The "Estate Planning" section includes materials covering general estate planning concerns, asset protection, capital gains tax deferral, planning under the 2001 Tax Act, charitable foundations, and special interest. Under general estate planning concerns, the "Estate Planning Basics" document is worth reviewing. …

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