American Academy of Estate Planning Attorneys Recognized by Money Magazine Again Carolyn Bigda’s article “Rethink Your Legacy” in the June issue of Money Magazine explores the five questions you should be asking regarding your estate. The article recommends the American Academy’s website, www.aaepa.com, as a source to find a qualified estate planning attorney. The Associate Director of Education at the Academy, Steve Hartnett, was also interviewed in the article and lent his expertise to one of the five questions. This is the fifth mention of finding a quality attorney on the American Academy’s members list by Money Magazine in the last 21 issues.
Consumer Reports Recommends American Academy The American Academy of Estate Planning Attorneys was recommended in the January 2009 Consumer Reports Money Adviser newsletter. The article “How to Avoid Inheritance Feuds” focuses on techniques for avoiding conflict after a loved one passes away. The article recommends using the American Academy of Estate Planning Attorneys as a source for selecting a qualified estate planning attorney. The article also warned consumers to be explicit in their will in order to avoid disagreements. Other advice included deciding what is fair for each heir versus just dividing assets evenly and to keep everyone in your family informed of decisions beforehand.
Consumer Reports Money Adviser is an independent, non-profit newsletter that offers expert advice.
Click here to find out why our American Academy membership is so important to our firm and the many families we provide guidance to each year.
Money Magazine Recognizes American Academy! In the January 2009 issue of Money Magazine, Walecia Konrad’s article entitled “Keep It In The Family” focuses on making sure the wealth you’ve worked so hard to accumulate will go to the people you love. The article recommends the American Academy of Estate Planning Attorneys as a source to find an estate planning attorney who can tailor a plan for your situation and address your state rules. It also includes a useful estate planning checklist and valuable tips for putting together a proper estate plan that will safeguard your hard-earned assets from estate taxes, lawsuits and probate. This is the fourth time in 16 issues the American Academy has been recognized. Click here to find out why our American Academy membership is so important to our firm and the many families we provide guidance to each year.
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 Recommended by Nationally Syndicated Talk Show Host The John Tesh Radio Show recommended the Academy as a resource for finding an estate planning attorney. The segment focusing on money and finance originally aired in September 2007 and was repeated in December 2007. Mr. Tesh recommended that listeners go to the American Academy of Estate Planning Attorney’s website to find a qualified estate planning attorney in their area. The Academy website is also recommended on his site. The John Tesh Radio Show airs on 260 stations across the United States and Canada with an audience of over 8 million listeners. John Tesh is known as a popular television host, singer and syndicated talk show host.
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 Eastern Washington and Northern Idaho accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.
NEW SPECIAL REPORT: Medicare Part D The Government's New Prescription Drug Program Make sure you’re prepared for the largest change in Medicare in its 40-year history -- Medicare Part D, the new prescription drug program scheduled to begin January 1, 2006. This report summarizes the enrollment process, benefits, premiums and what to consider when selecting a drug plan.
READ MORE
Moulton Law Offices Releases New Estate and Financial Planning Book Total Wealth Management: The Definitive Guide to Estate and Financial Planning Attorney, Rial R. Moulton and financial advisor Donald J. Moulton --- foremost authorities on the topic of Estate Planning and Asset Protection have co-authored a book with well-known author Gordon K. Williamson. Moulton Law Office offers their best advice for those needing to consider how your financial planning works with or against your estate planning. They argue that consumers can no longer leave their planning in someone else's hands, they need to actively participate in their own financial security. Without planning now, there is little security tomorrow.
ESTATE PLANNING NEWS Protecting Your Children from Their Nightmares…and YoursThe article examines statistics regarding divorce in America and how to protect your children from divorce. It examines setting up a divorce protection trust for them as well as using a marital trust for second marriages for your own assets.
ESTATE PLANNING NEWS Waiting to Roth: Hidden Loophole for High-income EarnersThe article explains a few different types of retirement plans and then looks at a loophole for high-income earners to make contributions to a non-deductible IRA now and then convert it to a Roth IRA in 2010, when income limits for such conversion are lifted.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 13.1
Articles included in this issue:
EDUCATIONAL ALERTS IRS Disappoints With Guidance for Rollovers of Inherited Company PlansThe article examines Notice 2007-7 which undermined the non-spousal rollover provisions of Retirement Protection Act of 2006.
EDUCATIONAL FYIs Wealthy People Less Likely to Die in PainA University of Michigan study finds that wealthier elders are significantly less likely than poorer ones to suffer pain at the end of their lives.
Critical New Privacy Regulations Impact You and Every Member of Your Family In April 2003 the U.S. Department of Health and Human Services issued final regulations regarding the privacy provisions of the Health Insurance Portability and Accountability Act, commonly known as "HIPAA."
