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.
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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.
ESTATE PLANNING NEWS Grandma and Grandpa--You're the Best!The article examines ways to give to grandchildren, both during life and after you are gone.
ESTATE PLANNING NEWS What Successful People DoThe article briefly looks at a few billionaires, that all of them have in common that they plan, and that they have done estate planning. The article goes on to show how with Legacy Wealth Planning the reader can do them one better.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 13.3
Articles included in this issue:
EDUCATIONAL ALERTS News of Financial Crisis Brings Concerns Regarding Protection of Financial AccountsOur alert of a few months months ago examined protection under FDIC. This alert examines protection for brokerage accounts under the SIPC and ways to expand that protection.
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."
