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.
ESTATE PLANNING NEWS Strategies for Business Succession PlanningThe article looks at methods for business succession, including using life insurance to provide liquidity and family limited partnerships for discounting.
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ESTATE PLANNING NEWS Planning With Retirement AssetsThe article looks at retirement planning and looks at a few strategies such as ROTH conversion, paying the tax, giving to charity, etc.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 13.3
Articles included in this issue:
EDUCATIONAL ALERTS News of Financial Crisis Brings Concerns Regarding Protection of Financial AccountsOur alert of a few months months ago examined protection under FDIC. This alert examines protection for brokerage accounts under the SIPC and ways to expand that protection.
EDUCATIONAL FYIs Why Can't a NY Lawyer Counsel FL Residents on NY Law?This article from the ABA Journal summarizes the case of a NY licensed attorney wanting to give advise to FL residents about NY matters. It does a good job of summarizing FL's position on unlicensed practice of law in FL.
SPECIAL REPORT Estate Tax Repeal Americans everywhere have been bombarded with radio reports and newspaper articles discussing the possible repeal of the infamous estate tax. On May 26th, 2001 both houses of Congress passed the Economic Growth and Tax Relief Reconciliation Act of 2001, which we refer to as the Act. The final ingredient required to make the Act a formal law was President Bush's signature on the appropriate papers, which occurred on June 7, 2001. Our Consumer Alert explores the nuances of the new Act, and reveals what the changes in law really mean.
