About the Academy
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.
Attorney Dean Hedeker Completes Extensive IRA Training Estate Planning Attorney, Dean Hedeker, 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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ESTATE PLANNING NEWS How To Keep Your Retirement Fund from Being Taxed to DeathFor growing ranks of Americans, their retirement fund is one of the largest assets in their estates. But even as the government encourages us to save for our leisure years, it also exacts costly taxes and penalties if we build such a formidable nest egg that our retirement fund outlives us. How taxpayers can use the CRT, a multi-generational IRA, and the revocable living trust to gain some measure of tax relief is the topic of this article.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 13.1
Articles included in this issue:
