Estate Planning for the GLBT Community Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.
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 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 the greater Dallas area accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.
ESTATE PLANNING NEWS The Problems of Giving Everything AwayThis article examines a case of a woman who titles everything in the name of the children. It examines why joint title and giving everything away may not be the best course of action.
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ESTATE PLANNING NEWS Preserving Harmony with Blended FamiliesSecond marriages and blended families raise unique concerns. The article examines marital trusts and unitrusts as a way to take care of both spouse and children and preserve family harmony.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 13.1
Articles included in this issue:
