Free Upcoming Estate Planning Seminars
Please join us for one of our upcoming estate planning seminars, conducted in a warm and friendly atmosphere. Learn about wills, trusts, powers of attorney, living wills and how proper estate planning could benefit your family.
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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.
Attorneys Attend Estate Planning Conference Estate Planning Attorneys Richard S. Barid and Michael H. Smith of SMITH BARID, LLC, recently returned from the American Academy of Estate Planning Attorneys 2007 Fall Summit in San Diego, CA.
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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.
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 firm in the greater Savannah area accepted into this organization. For more information about why our membership is so important to your family, click here. For other great money managing tips, be sure to pick up the September issue of Money Magazine today!
Local Radio Show Highlights Richard Barid and Michael Smith
Recently, attorneys Richard S. Barid and Michael H. Smith were featured guests on the "Never Settle for Less" radio show with Howard Spiva on WTKS AM in Savannah. "Never Settle for Less" is a call-in talk show covering topics which are motivational, self-improvement related and "intended to make you ...healthy, wealthy and wise". Mike and Richard took calls from people with questions about estate planning. They also shared information about various estate planning strategies, especially living trusts, and how those strategies benefit families in Georgia.
Attorneys Michael H. Smith and Richard S. Barid Complete Extensive IRA Training
Estate Planning Attorneys, Michael H. Smith and Richard S. Barid, 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.
ESTATE PLANNING NEWS IRS Clamps Down on Wesley Snipes and Other Tax Protesters444 words. This article highlights the recent trial of Wesley Snipes on criminal tax protester charges and transitions into a discussion of the fraudulent promotion of trusts, such as "pure trusts," "constitutional trusts" and "common law trusts" as a purported means of avoid income taxation. The article concludes by recommending that the consumer consult with a knowledgeable estate planning attorney for the preparation of their trust and estate plan.
ESTATE PLANNING NEWS The Debate Continues and the Future of the Estate Tax Remains Uncertain542 words. This article discusses the uncertainty created by EGTRRA and the likelihood (or lack thereof) of a fix from Congress in 2008. The article discusses the arguments for and against the complete repeal of the estate tax and the likelihood that Congress will not act until after a new President is elected. The article closes by encouraging consumers to see an experienced estate planning attorney for their needs.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 13.1
Articles included in this issue:
EDUCATIONAL ALERTS Two Rulings of Interest on Retirement Assets PLR 200807025 and PLR 200811028This Alert examines several private letter rulings in which the Service examines the complicated area of beneficiary designations for qualified plans and IRAs.
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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