Estate Planning for the GLBT Community Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.
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.
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.
Daniel Hands Invited to Speak About Advance Medical Directives [ELMHURST, ILLINOIS]The Northern Illinois Chapter Association for Healthcare Documentation Integrity has invited Daniel O. Hands, P.C., to speak at their Spring Symposium on Saturday April 5, 2008 at Elmhurst Memorial Hospital. Daniel Hands will present "Advance Directives: The Good, the Bad, and the Ugly." His discussion will include the Surrogate Health Care Act, Living Wills, Power of Attorney for Health Care, Do Not Resuscitate Orders, Illinois Mental Health Preference Declaration, and HIPAA.
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.
Attorney Dan Hands Completes Extensive IRA Training Estate Planning Attorney, Dan Hands, recently completed in-depth training on planning with IRAs at an educational conference in Las Vegas. The instructor is the nationally known IRA expert, Ed Slott. Mr. Slott is the author of the widely acclaimed book, “The Retirement Savings Bomb…and How to Defuse It.” He has lectured extensively for years to financial professionals across the country on the complex IRA rules and how to properly plan to preserve and then transfer IRAs to family members.
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Attorney, Dan Hands Appointed to the Board of Governors of The American Academy of Estate Planning Attorneys
In his new capacity, Daniel Hands will serve as an advisor and help guide the direction of the national member organization. He joins eight other attorneys from around the country on the prestigious Board, which is the most important advisory panel to the senior management team at the Academy. Board members participate in research and development and provide feedback on all new Academy products and services.
ESTATE PLANNING NEWS Powers of Attorney - May Not Be Enough This article examines the limitations of using a power of attorney to delegate decision-making authority to someone else. It explores the solutions available through the use of a living trust by nominating someone as successor trustee.
ESTATE PLANNING NEWS Split Things Fairly - Not ExactlyThis article examines the difficulty of giving an asset that makes up the bulk of the estate to one beneficiary, while treating the other beneficiaries fairly.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 12.4
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 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.
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