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 The Top 10 Things to Know About Estate Planning651 words. Many people are often confused by Estate Planning. Here is a list of the top things to know about Estate Planning.
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. 13.1
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.
