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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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.
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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 Utah
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!
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|  Invitation
to the Public - Important Seminar for Utah Residents (Long-Time
& New)
Register for our upcoming seminar.
Seminar Agenda:
-
Learn how to conform your Wills, Trusts and other estate
planning documents to Utah law.
- Learn
how to PROTECT YOUR ASSETS from lawsuits, creditor claims,
divorces, second marriages, and other creditors.
- Learn
how your BUSINESS SUCCESSION PLAN will pass your business
interests to your family, at your death, without disagreements
or litigation with other owners -- and keep your farm,
business, or other assets in the family.
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Learn the facts about FEDERAL ESTATE TAXES and CAPITAL
GAINS TAXES (when you sell stock or other appreciated
assets).
- Learn
how to appoint a LEGAL GUARDIAN to be responsible for
and to raise your minor children, according to your values,
if you suddenly pass away.
- Learn
how to protect your children from inheriting too much
-- too soon. SPENDTHRIFT PROTECTION
- Learn
how to make sure that your hard-earned assets don’t
end up with your spouse’s next husband or wife?
PRESENT FAMILY PROTECTION
- Learn
how to coordinate BENEFICIARY DESIGNATIONS of life insurance
and retirement plans with your estate plan (for taxation,
"spendthrift" and "present family"
protection).
READ MORE |
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 Your
Estate Matters Newsletter
The Your Estate Matters newsletter is an easy-to-understand,
multi-topic newsletter that provides quality information
and up-to-date articles on various estate and tax planning
subjects. This issue discusses the importance of Trust
Administration in estate planning.
READ MORE |
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| Jones
Waldo Attorneys, Randall Holmgren and Matthew Mitton, Complete
Vital IRA Training
Industry Training Provided by Nationally Known IRA Trainer, Ed
Slott, and Helps Attorneys Work with Clients on Complicated IRA
Issues |
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| Attorneys
Holmgren and Mitton Celebrate 10 Years of Estate Planning
Recently Attorneys Randall Holmgren (left) and Matthew Mitton
(right) and the paralegals and staff of their estate planning
practice celebrated their 10th year in estate-planning. Randall
Holmgren surprised everyone by bringing in a cake to celebrate
this landmark occasion. Over the past 10 years Attorneys Holmgren
and Mitton have helped well over a thousand families with their
estate planning and have provided hundreds of free seminars to
educate individuals and families on estate planning topics and
the effects that good, bad or no estate planning can have on their
lives and the lives of their loved ones. |
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|  Article
by Attorney Matthew Mitton on Business Succession
Recently Attorney Matthew Mitton of the Estates & Trusts Practice
Group of Jones Waldo had an article titled "Death by Neglect:
Avoiding Succession Planning Mistakes That Could Kill Your Business"
published by Connect Magazine in their June 2006 issue.
READ MORE
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Article by Attorney Randall Holmgren Featured in Zions Bank
Magazine
Recently Attorney Randall Holmgren had an article titled
"Laws & Life Keep Changing: Five Vital Signs for Healthy
Wills and Trusts" published by Zions Bank's Community Magazine
in their November - December 2005 issue.
READ MORE |
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Attorneys Holmgren
and Mitton featured on KSL Radio
Listen to this audio clip to hear a short summary about Attorneys
Randall Holmgren and Matthew Mitton and their estate planning
practice. The Attorneys were interviewed by Fred Ball for
Zions Bank's Speaking on Business aired on KSL Radio 1160. |
LISTEN TO A CLIP
READ MORE |
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ESTATE PLANNING NEWS
Protecting Your Children from Our Litigious Society
How can you protect your children and their inheritance from litigation? This article explains how some innovative trust, the Family Sentry Trust and the Family Access Trust can help. READ MORE
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ESTATE PLANNING NEWS
Legacy Planning: A Holistic Approach
This article looks at the latest developments in estate planning: "Legacy Planning." Legacy Planning focuses on the values and guidance to be relayed to future generations, not just wealth. The article discusses The Family Wealth Trust and its two subtrusts, the Family Access Trust and the Family Sentry Trust and how they can protect the beneficiaries from divorce and creditors. READ MORE
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CLIENT NEWSLETTERS
Your Estate Matters Newsletter, Vol. 12.4
Articles included in this issue: - Are Our Furry Family Members Worth Having?
- What's in a Legacy
- Unclutter Your Financial Records
- Five Basic Documents Often Found in a Complete Estate Plan
- Safety Tips for Older Drivers
READ MORE
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EDUCATIONAL ALERTS
The Estate That Would Not Die
The recent litigation surrounding the publicity rights of the remainder beneficiary of the estate of Marilyn Monroe illustrates some of the problems with probate administrations and how a trust can help avoid some of these entanglements. READ MORE
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EDUCATIONAL FYIs
Article on Family Caregivers
The 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. READ MORE
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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."
READ MORE
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