Estate Planning for the GLBT Community Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.
Suze Orman Featured in “4 Steps to a Worry-Free Will, Trust”
The Best-Selling Author and TV personality Suze Orman featured in the Bucks County Courier Times on September 28, 2008, stating the “4 steps to a worry-free will, trust”
Attorney Masiuk Featured in Bucks County Courier Times
Attorney Joe Masiuk recently authored a timely article entitled "Avoiding Tragedy After the Death of a Loved One" in the Bucks County Courier Times.
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.
Attorney Joe Masiuk recently authored a timely article entitled "Do You Know Who Your Beneficiaries Are?" in the Bucks County Courier Times.
Attorney Joe Masiuk recently authored a timely article entitled "What's Probate and Should I Care?" in the Bucks County Courier Times. The article talks about probate, and what you can do to avoid it.
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.
Attorneys Flood & Masiuk Receive Innovative Legacy Training at Academy Conference
Estate Planning Attorneys Marianne P. Flood and Joseph M. Masiuk attended an educational conference in San Diego, CA in October sponsored by the American Academy of Estate Planning Attorneys. The advanced training focused on innovative planning techniques for LEGACY WEALTH PLANNING.
READ MORE
Attorney Joe Masiuk recently authored a timely article entitled "You don't have to go broke paying for long-term care" in the Bucks County Courier Times. The article talks about the rise of long-care costs that are causing many seniors to lose more than just their life savings.
READ THE FULL ARTICLE
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 Philadelphia 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!
Attorney Marianne P. Flood Completes Extensive IRA Training Estate Planning Attorney, Marianne P. Flood, 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 A Trust Can Help Protect You from a Financial Crisis This article examines how a trust can help expand the protection on your financial accounts, including those at banks, savings and loans, credit unions, and brokerages.
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.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 12.4
Articles included in this issue:
EDUCATIONAL ALERTS New Case Demonstrates the Importance of Professionally Drafted Buy-Sell AgreementThis article looks at a business arrangement between two friends and the importance of a well-drafted buy/sell agreement between them.
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."
Find an Academy Attorney About the Academy 
