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 Eastern Massachusetts accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.
Katherine Lantz co-authors book entitled Total Wealth Management Attorney Katherine T. Lantz, an authority on the topic of Estate Planning and Asset Protection, has co-authored a book with well-known author Gordon K. Williamson. They offer their best advice for those needing to consider how your financial planning works with or against your estate planning. Katherine recommends that consumers no longer leave their planning in someone else's hands; instead, individuals need to actively participate in their own financial security.
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ESTATE PLANNING NEWS Planning for Unforeseen CircumstancesThe article examines the importance of drafting flexibility into your estate plan to adjust for changes in values, circumstances, and interests.
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ESTATE PLANNING NEWS Do You Know Who Your Beneficiaries Are?The article looks at several types of items that pass outside a Will or Trust. In particular, it examines retirement beneficiary designations and new rules by Vanguard Group which might have disastrous results for the unaware.
CLIENT NEWSLETTERS Your Estate Matters Newsletter Vol 9.3
Articles included in this issue include:
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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