Kylie Ruschioni Named Accredited Estate Planner Designee


Congratulations to Kylie Ruschioni, who is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC). The AEP® designation is a graduate level, multi-disciplinary specialization which recognizes estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. Kylie was among a select group of members nominated by the Boston Estate Planning Council for this designation.

The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards.  NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.

Kylie utilizes her extensive experience to manage many aspects of her clients’ financial lives, including estate plan administration, customized financial reporting, tax coordination, and investment administration, helping them through major life events. Congratulations, Kylie, on this well-deserved honor.