American Academy Mentioned in Money Magazine! Robert Armstrong, President of the American Academy of Estate Planning Attorneys, was interviewed by Money Magazine senior writer Penelope Wang for her article " A Midlife Money Checkup" in the March 2008 Issue. The article was part of the Cover Story "A Boomer's Guide to Financial Freedom" that included multiple articles focusing on financial trends, aging well and other issues Baby Boomers are facing today. This is the third mention of the American Academy of Estate Planning by Money Magazine in the last seven issues. The "Midlife Money Checkup" is a nine-step test that highlights questions Boomer's should be asking themselves at this point in their lives. Mr. Armstrong's expertise in estate planning was highlighted in question five, "Is your estate plan in order?" Make sure you don't have to ask yourself that question by meeting with a qualified attorney.
American Academy Mentioned in Money Magazine The September issue of Money Magazine has an article entitled,"20 Timeless Money Rules." Rule 17, Exiting Gracefully, is particularly significant because it emphasizes the importance of putting together your estate plan. The recommendation of Money Magazine is that you search for a member of the American Academy of Estate Planning Attorneys: "To find a lawyer, ask friends and colleagues for recommendations or get referrals online at the website of the American Academy of Estate Planning Attorneys (aaepa.com)." The American Academy is an exclusive membership organization for law firms dedicated to estate planning. We are proud of our Academy membership and pleased to be the only law firm in the Monterey, San Benito, and San Luis Obispo tri-county area accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.
SPECIAL REPORT What Will Happen to Your Pets? Proper estate planning can guarantee they are cared for even after you are gone
If you have a dog, cat or other pet, you know that the unconditional love and affection our pets devote to us improve the quality of our lives in ways nothing else can. This is why they deserve our respect and dedication even after we pass away or become incapacitated.
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ESTATE PLANNING NEWS The Prime of Life454 words. This article recites the tragic story of Heath Ledger and how he omitted his daughter from his Will.
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ESTATE PLANNING NEWS The Debate Continues and the Future of the Estate Tax Remains Uncertain542 words. This article discusses the uncertainty created by EGTRRA and the likelihood (or lack thereof) of a fix from Congress in 2008. The article discusses the arguments for and against the complete repeal of the estate tax and the likelihood that Congress will not act until after a new President is elected. The article closes by encouraging consumers to see an experienced estate planning attorney for their needs.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 12.2
Articles included in this issue:
EDUCATIONAL ALERTS Tax Court Issues Favorable Family Limited Partnership Ruling!In a recent decision, the Tax Court sided with the taxpayer in a case involving a Family Limited Liability Company and a transfer near death.
EDUCATIONAL FYIs Article on Family CaregiversThe Sunday, September 9, 2007 issue of Parade magazine contains an article by Gail Sheehy on family caregiving. It will recount some of her own experiences as a spousal caregiver to her husband.
Estate Planning for the GLBT Community Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.
