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.

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 Power Law Firm LLP Releases New Estate and Financial Planning Book

Total Wealth Management: The Definitive Guide to Estate and Financial Planning

Attorney John M. Power, a well-known authority on the topic of Estate Planning and Asset Protection has co-authored a book with respected author Gordon K. Williamson. Power offers his best advice for those needing to consider how your financial planning works with or against your estate planning. Power argues that consumers can no longer leave their planning in someone else's hands, they need to actively participate in their own financial security. Without planning now, there is little security tomorrow.

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ESTATE PLANNING NEWS
 Estate Planning: Know the Terminology
Although thinking of one's own death is an uncomfortable task, most people agree that initiating some form of estate planning is prudent. However, some people may feel intimidated by meeting with an attorney to discuss their needs because of an unfamiliarity with the law. A good lawyer will discuss your available options in simple terms that a person with no legal training can comprehend. But you can also relieve some of that hesitancy by familiarizing yourself with legal terminology before meeting with a qualified estate planning attorney to discuss the appropriate choices for you.

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CLIENT NEWSLETTERS
 Your Estate Matters Newsletter, Vol. 13.1

Articles included in this issue:

• The Value of Your Treasures
• There’s Nobody Home
• What is Probate – and Should You Care About It?
• Home $weet Home
• What’s in a Legacy?
• Uninsured in America
• To Have or Not to Have?
• For Best Results Exercise Early

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EDUCATIONAL ALERTS
 JGTRRA Brings Tax Relief for Businesses
In this e-alert, we summarize how JGTRRA brings tax relief to small businesses and corporations.

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EDUCATIONAL FYIs
 Treasury Department Curtails Abusive Use of Life Insurance and Annuity Contracts
The Treasury Department and the IRS issued two Revenue Rulings designed to curtail the abusive use of life insurance and annuity contracts to avoid current taxation on investment earnings.  Life insurance and annuity contracts receive favorable treatment under the Internal Revenue Code, including deferring tax on the investment earnings of those contracts, because they provide life insurance protection or a way to save for retirement.

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 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."

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