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. 11.3
Articles included in this issue:
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