Estate Planning for the GLBT Community Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.
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.
Attorneys Attend Estate Planning Conference Roy W. Litherland and H. Rey Gervacio of The Law Office of Roy W. Litherland, recently returned from the American Academy of Estate Planning Attorneys 2007 Fall Summit in San Diego, CA.
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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 one of two law firms in the Santa Clara, Santa Cruz, San Mateo and San Francisco counties accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.
FREE CONSUMER'S GUIDE: Medi-Cal Planning and Division of Assets Do you have questions about Medi-Cal and how to qualify? Are you unsure what assets you can keep and what assets must be spent? Are you concerned that you could lose your home if you receive Medi-Cal benefits? This Consumer's Guide will help you answer these difficult questions and more.
Roy W. Litherland – Featured Columnist for Aptos Times Read Attorney Roy W. Litherland’s column entitled “Preserve Your Wealth with Medicare Part D”
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ESTATE PLANNING NEWS IRS Clamps Down on Wesley Snipes and Other Tax ProtestersThis article highlights the recent trial of Wesley Snipes on criminal tax protester charges and transitions into a discussion of the fraudulent promotion of trusts, such as "pure trusts," "constitutional trusts" and "common law trusts" as a purported means of avoid income taxation. The article concludes by recommending that the consumer consult with a knowledgeable estate planning attorney for the preparation of their trust and estate plan.
ESTATE PLANNING NEWS Learn from Anna Nicole's MistakesThe article examines Anna Nicole's Will and that she did not update it upon major changes in her life: death of a son, birth of a daughter, commitment ceremony to Howard K. Stern. It suggests that the reader learn from these mistakes and be sure to update their plan periodically.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 13.4
Articles included in this issue:
EDUCATIONAL ALERTS Tax Court Unanimously Validates Formula ClauseThe Alert examines a powerful planning tool, valuation clauses, the use of which was recently approved by the Tax Court.
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.
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."
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