GEOFF GARRETT JOINS AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS Geoffrey H. Garrett has practiced law in the Seattle area since 1989, concentrating on estate planning, trust administration and probate, special needs planning, asset protection, and elder law. Earlier this year, he decided to immerse himself in these subjects by joining the American Academy of Estate Planning Attorneys. An elite membership organization, the Academy supports attorneys across the country by providing them with the critical continuing legal education they need to properly counsel their clients on all of their estate planning needs. In turn, the Academy’s exclusive membership is dedicated to helping clients effectively plan their estates, while helping them retain control over their assets and their lives.
READ MORE
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.
ESTATE PLANNING NEWS Joint Tenancy - Joint ProblemsJoint tenancy avoids probate and seems like a simple solution. Howver, adding a joint tenant adds all sorts of unforeseen problems.
ESTATE PLANNING NEWS The Top 10 Things to Know About Estate PlanningMany people are often confused by Estate Planning. Here is a list of the top things to know about Estate Planning.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 13.2
Articles included in this issue:
EDUCATIONAL ALERTS Estate Planning UpdateThe Alert examines legislation pending in Congress which would extend 2009's $3.5 million applicable exclusion. The Alert goes on to discuss how the Service is handling estate and gift tax audits.
To download the referenced report Description and Analysis of Alternative Wealth Transfer Tax System, use the link below.
Description and Analysis of Alternative Wealth Transfer Tax System Report: http://www.house.gov/jct/x-22-08.pdf
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."
