LOCAL ATTORNEYS RECEIVE ESTATE PLANNING LEGAL TRAINING AT ACADEMY CONFERENCE
11/1/2008

Southampton, PA – Estate Planning Attorneys Marianne P. Flood and Joseph M. Masiuk attended an educational conference in San Diego, CA on October 15-18, 2008 sponsored by the American Academy of Estate Planning Attorneys. The Academy is the premier national educational organization that promotes excellence in estate planning by providing member attorneys with research and vital updates in estate, tax and business planning law for over 15 years. The advanced training included Planning for Parents, Siblings and Others, Trust Administration, Family Limited Partnerships and an Overview of Fiduciary Income Taxation. Additional training focused on the benefits of using Legacy Wealth Planning techniques.

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Suze Orman Featured in 4 Steps to a Worry-Free Will, Trust
9/28/2008

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”

1. Create and fund a living revocable trust. "When you die with just a will, your beneficiaries will most likely see it wind its way through a court process known as probate."
   
   
2. Add an "incapacity clause" to your trust.  "Financial power of attorney isn't the answer.  The reality is that many financial powers of attorney become null and void the day you fall itll, unless you have included an incapacity clause inthe document."
   
   
3. "Joint Tenancy With Right of Survivorship" is no substitute.  In the case of a second marriage after the death of your spouse you will end up having "disinherited your own children, and there is nothing you can do about it."
   
   
4. Don't forget the will. "only items covered by a trust are those that have been funded -- specifically added to the trust.  ....having [a will as] a backup comes in mighty handy."

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Attorney Masiuk Featured in Bucks County Courier Times
3/24/2008

Attorney Joe Masiuk recently authored a timely article entitled "Avoiding Tragedy After the Death of a Loved One" in the Bucks County Courier Times.

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Attorney Masiuk Featured in Bucks County Courier Times
2/4/2008

Attorney Joe Masiuk recently authored a timely article entitled "Do You Know Who Your Beneficiaries Are?" in the Bucks County Courier Times.

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Attorney Masiuk Featured in Bucks County Courier Times
1/14/2008

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.

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  American Academy Recommended by Nationally Syndicated Talk Show Host
12/06/2007

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 Attorneys 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
10/20/2007

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.

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Attorney Masiuk Featured in Bucks County Courier Times
9/15/2007

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.

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  American Academy Mentioned in Money Magazine
9/12/2007

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
1/27/2007

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.

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