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.
Consumer Reports Recommends American Academy The American Academy of Estate Planning Attorneys was recommended in the January 2009 Consumer Reports Money Adviser newsletter. The article “How to Avoid Inheritance Feuds” focuses on techniques for avoiding conflict after a loved one passes away. The article recommends using the American Academy of Estate Planning Attorneys as a source for selecting a qualified estate planning attorney. The article also warned consumers to be explicit in their will in order to avoid disagreements. Other advice included deciding what is fair for each heir versus just dividing assets evenly and to keep everyone in your family informed of decisions beforehand.
Consumer Reports Money Adviser is an independent, non-profit newsletter that offers expert advice.
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.
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.
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 San Antonio area accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.
Pettit & Associates, P.C. Releases New Estate and Financial Planning Book Total Wealth Management: The Definitive Guide to Estate and Financial Planning Attorneys Chris Pettit and David Balmer, well-known authorities on the topic of Estate Planning and Asset Protection has co-authored a book with respected author Gordon K. Williamson. Pettit and Balmer offer their best advice for those needing to consider how your financial planning works with or against your estate planning. The attorneys argue that consumers can no longer leave their planning in someone else's hands, they need to actively participate in their own financial security. Without planning now, there is little security tomorrow.
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A Will is Not Enough in Texas Christopher J. Pettit has recently co-authored a book "A Will is Not Enough in Texas" with attorney Amelia Pohl. This book covers topics such as wills, trusts, business planning, health care and Medicaid Planning.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 14.1
Articles included in this issue:
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