Money Magazine Recognizes American Academy! In the January 2009 issue of Money Magazine, Walecia Konrad’s article entitled “Keep It In The Family” focuses on making sure the wealth you’ve worked so hard to accumulate will go to the people you love. The article recommends the American Academy of Estate Planning Attorneys as a source to find an estate planning attorney who can tailor a plan for your situation and address your state rules. It also includes a useful estate planning checklist and valuable tips for putting together a proper estate plan that will safeguard your hard-earned assets from estate taxes, lawsuits and probate. This is the fourth time in 16 issues the American Academy has been recognized. Click here to find out why our American Academy membership is so important to our firm and the many families we provide guidance to each year.
Larry Deason and Robert Way attend educational conference in San Diego, CA. Estate Planning Attorneys, Larry Deason and Robert Way of the Deason Law Firm recently attended the American Academy of Estate Planning Attorneys educational conference in San Diego, CA. Because the Deason Law Firm is committed to providing it’s clients with the highest quality estate planning services, both Deason and Way attended the following sessions: Planning for Parents, Siblings and Others, Trust Administration, Family Limited Partnerships and the benefits of using Legacy Wealth Planning techniques. “Our firm has always focused on families passing on their financial wealth to their loved ones but we’ve seen clients overlook the passing of non-financial wealth such as family values, traditions and heritage,” says Deason. “We believe that with Legacy Wealth Planning, families can fulfill their desire to distribute assets, as well as their own inspiration, values and wisdom.”
For more information about the Deason Law Firm, visit online at www.deasonlaw.com or call 928-783-4575, Estate Planning… It’s What We Do!
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ESTATE PLANNING NEWS New Year Brings Resolutions... and More The coming of the New Year presents an opportunity to reflect on the past year, and reorganize our priorities and goals. One important resolution is protecting our assets and our families through estate planning. The process to achieve this goal is discussed in this article.
ESTATE PLANNING NEWS A Loan May Be Taxing This article examines important tax issues that may be overlooked when lending money to family members. Issues regarding gift taxes and income taxes are addressed and a possible solution using proper planning through an Irrevocable Trust is discussed.
EDUCATIONAL ALERTS Turbulent Economic Times Can Lead to Estate Planning OpportunitiesThis article examines several ways to take advantage of the current economic conditions, from an estate planning perspective. Historically low interest rates combined with depressed asset values make many strategies more effective. The article explains how these challenging economic times can work to your client's benefit.
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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