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.
Local Attorney Presents Estate Planning Myths Seminar to Wheaton & Kensington Chamber of Commerce Members On October 24, 2007, Attorney David A. Lucas presented his 3 Common Estate Planning Myths & How to Avoid Them seminar to members of the Wheaton & Kensington Chamber of Commerce at their monthly meeting.
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Bethesda Estate Planning Attorney Receives Comprehensive Training at Academy Conference Estate Planning Attorney DAVID A. LUCAS attended an educational conference in San Diego, California on October 18 through October 21, 2007 sponsored by the American Academy of Estate Planning Attorneys. The Academy is the premier national educational organization that promotes excellence in estate planning by providing member attorneys and their staff with research and vital updates in estate, tax, and business planning law.
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 Montgomery County (and only 1 of 2 law firms in Maryland) accepted into this organization. For more information about why our membership is so important to your family, click here. For other great money managing tips, be sure to pick up the September issue of Money Magazine today!
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Disaster-Proof Your IRA This Year The thing about New Year’s resolutions is that you rarely make it out of January before you go right back to your old ways. This year, protect your financial security and IRA with these no-nonsense IRA resolutions, written by IRA expert Ed Slott.
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ESTATE PLANNING NEWS Estate Planning: It's Not Just About the Documents An estate plan passes your assets to whom you want and in the manner you want after your death. However, some of your assets may not be controlled by your Will or Living Trust. This article discusses the various problems that can result when a thorough review of assets and ownership titles doesnt happen and how working with an experienced estate planning attorney can ensure that you avoid any planning pitfalls.
ESTATE PLANNING NEWS Trustee: an Honor and a Responsibility Being named a Successor Trustee in your loved one's Trust is both an honor and a responsibility. It is the Successor Trustee's responsibility to administer the Trust and make many important decisions. In this article, we learn that some of those decisions may seem deceptively simple, however, the consequences of any hasty decisions could cause increased taxes and lost opportunities. Learn why it is important to consult a qualified estate planning attorney in order to prevent costly errors.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 14.2
EDUCATIONAL ALERTS Legacy Wealth Planning for Blended FamiliesBlended families, where the parties have remarried or have children from other relationships, are increasingly common. This Alert examines the unique issues arising in the blended family context and ways to avoid the many pitfalls which may exist.
EDUCATIONAL FYIs Stimulus Payments for Seniors$250 Recovery Payments to go to SS and SSI beneficiaries in May 2009.
Estate Planning for the GLBT Community Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.
